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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 fiscal first-quarter results and outlook are driving attention, with traders highlighting a sharp revenue and adjusted-earnings beat, expanding data-center capacity, and plans to bring more capacity online. The stocks muted reaction has prompted debate over whether growth and contracted demand outweigh the large GAAP loss, lumpy tenant fit-out revenue, and heavy debt and interest costs.

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 bipartisan House panels report alleging structural ties between Webull and China, including concerns about customer data and cash, has driven a steep selloff; Webull disputes the reports conclusions. Traders are split between viewing the scrutiny as a serious risk to customer trust and the business, and calling the selloff overblown while buying the dip.

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

Wolfspeed is drawing attention after receiving a conditional long-term financing commitment from the Pentagon to expand domestic silicon-carbide and gallium-nitride production, prompting an after-hours surge and speculation about a short squeeze. Traders are divided between viewing the support as a boost to the companys finances and defense-market prospects and warning that the financing is not finalized and could involve secured debt and shareholder dilution.

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

Traders are focused on Michael Burrys reported sale of his LULU position for tax-loss purposes, against a backdrop of a prolonged selloff and fresh lows. The discussion is split between concerns about slowing growth, competition and brand relevance, and bargain hunters arguing the low valuation, strong balance sheet and new leadership could support a turnaround.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCos fresh 52-week low has traders focused on its upcoming quarterly earnings and whether North American snack and beverage demand can recover amid consumer pressure and price increases. The discussion is split between concerns over further weakness and dip-buying interest tied to the companys valuation and dividend.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Attention is centered on the memory trade after Samsungs preliminary results highlighted AI-driven memory demand, though traders debated the mixed read-through for the sector. Bulls point to tight supply and AI-related storage demand, while others are frustrated by SNDKs pullback and lagging performance and are watching for its upcoming earnings.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid backlash to Trumps remarks that Iran could strike Los Angeles or San Diego, alongside broader debate about the Iran conflict, fuel costs, and midterm political risks. Sentiment is largely bearish, with some traders calling the decline a buying opportunity.

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 strong run is driving attention, with traders focused on Zeta Live and the CEOs comments about several major announcements, alongside the companys high-profile technology partnerships and upcoming earnings. Bulls see further momentum, while skeptics warn of profit-taking, a possible sell-the-news reaction, and dilution or market-related pressure.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is drawing attention as a supplier of optical fiber and connectivity for AI data centers, with traders pointing to telecom supply agreements and expanding production as support for the growth story. The bullish long-term view is tempered by concerns that its at-the-market share offering could dilute investors, alongside frustration over the stocks volatility and uneven performance versus optical peers.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

ANET is drawing attention for a breakout to fresh 52-week highs, with traders connecting its strength to AI data-center networking demand and a strong recent earnings outlook. Bullish breakout talk is tempered by concerns about insider selling, resistance, and the stocks choppy price action.

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SEDG Stock Slides After Deutsche Bank Tags It A Short-Term Sell

Equity

Deutsche Bank analyst Corinne Blanchard said elevated interest rates are weighing on SolarEdge products’ U.S. demand and sees risk to fourth-quarter and 2027 earnings.

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

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.

Apple Takes Aim at the Smart Home: ETFs to Tap?

Apple's smart home push could strengthen its IoT presence, but rich valuation makes Apple-focused ETFs a safer way to play the opportunity.

HPE Stock Price Target Hiked By Barclays On Networking Growth Outlook Jump – Analyst Sees 23% Upside Potential 

Barclays raised its HPE price target to $83 from $79 and maintained an ‘Overweight’ rating following the company’s Networking Investor Day.


S&P 500, Dow Extend Losses From Elevated Yield Pressure — SPCX, TGT, AAPL, MU, NTAP In Focus

30-year Treasury yields are at their highest level since 2002. 

Apple CEO John Ternus Reportedly Weighs A Leaner Organization – Here’s The Key Things Under Consideration

According to a Bloomberg report, Ternus is considering reducing the middle-management layers separating engineers and senior leadership.

Apple Could Keep Every iPhone Sale Yet Lose Discovery Referral, BofA Warns — Says Muse Concerns Are Overdone

Bank of America said Meta Muse concerns are overdone even as it poses new risks around how consumers discover and initiate transactions, according to TheFly.

NVIDIA Makes a Massive Bet on Its Own Stock: Should You?

NVIDIA's record buyback signals confidence in its AI growth story. Here's why NVDA and NVIDIA-heavy ETFs could benefit.

S&P 500, Dow, Nasdaq Drop Under Pressure From Elevated Yields As Investors Shrug Off Trump’s Iran Sanction Relief — NVDA, BA, AMD, NVTS, CBRS In Focus

President Donald Trump was open to providing sanctions relief to Iran on nuclear matters, CNN and Axios reported.

S&P 500, Dow, Nasdaq End Week Higher On Chipmaker Strength, Easing Oil Amid Signs Of Easing US-Iran Conflict — META, COST, MSFT, CRWD, SKHY In Focus

Iran pitched a seven-day roadmap to end conflict with the U.S., the New York Times reported. 

Vanguard World Fund - Vanguard Information Technology ETF

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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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$VGT 
“Trump, inflation, Iran, Ukraine, rate hikes, world is about to end, blah blah blah”… All this talking heads on TV, day traders and other retards… Just work hard, buy good ETFs and stfu lol.

ILYA

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$GOOGL

50cool50

$VGT People try to get too fancy with stocks, options, trading, investing.  
 
Parking $500,000 in this at the start of the year and not touching it gave me less stress and amazing returns. 
 
No need to complicate things.

David

$VGT This thing has been kicking ass in 2026. Nothing better than a Vanguard ETF. I'm up 31% on this

$VGT MU is going to rocket this tomorrow at the start of the month after earning huge beat

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