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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius has been caught in a neocloud and AI-infrastructure selloff after Gartner warned that many providers could shut down or consolidate, with CoreWeaves debt and financing concerns adding pressure across the sector. Traders debated whether the drop was an overreaction and bought the sharp rebound, while bears continued to flag capital costs and the sustainability of AI infrastructure spending.

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

IREN is caught in a broad neocloud selloff as traders react to CoreWeaves debt and bond-market stress and concerns about whether AI infrastructure spending can earn adequate returns; hot inflation data is adding pressure to financing-sensitive growth stocks. The community is split between warnings of a deeper AI-sector downturn and dip buyers who argue IRENs financing and contracted business differ from CoreWeaves.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

A sharp, high-volume rebound after a steep selloff has traders focused on CEO Paul Pragers CNBC defense of TeraWulfs AI/HPC business model and Morgan Stanleys renewed bullish view that shares are undervalued. The community is split on whether the move marks a durable reversal or a relief bounce amid lingering concerns about sector financing and execution.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Nvidia CEO Jensen Huangs comments that CoreWeaves financial strength is improving and its cost of capital is falling helped fuel a sharp rebound after concerns about heavy debt and distressed bonds. Traders are split between bulls treating the selloff as a buying opportunity and bears warning that financing risks remain and the bounce may be temporary.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

A Barclays downgrade citing limited evidence of an enterprise AI spending inflection and concern that higher memory prices, rather than stronger unit demand, are driving hardware revenue has fueled a sharp selloff, alongside broader worries about inflation, financing costs, and AI infrastructure spending. Traders are split between viewing the drop as an overreaction and buying the dip versus expecting further losses amid valuation and demand concerns.

Regencell Bioscience Holdings Ltd. is a early-stage bioscience company that focuses on research, development and commercialization of Traditional Chinese Medicine for the treatment of neurocognitive disorders and degeneration, specifically Attention Deficit Hyperactivity Disorder and Autism Spectrum Disorder. The company was founded by Yat-Gai Au on October 30, 2014 and is headquartered in Hong Kong.

Regencell Bioscience Holdings Ltd

A sharp momentum move has revived speculation that RGC could repeat its past meme-stock spikes, with traders pointing to concentrated insider ownership, limited share availability and potential short-squeeze pressure. Others caution that the rally lacks a clear news catalyst and may be a pump-and-dump in a highly volatile, speculative stock.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSparks Meta-backed, 20-year data-center lease and secured financing are driving discussion as the company expands beyond Bitcoin mining into AI infrastructure. Traders are split: bulls see long-term contracted revenue and short-squeeze potential, while skeptics question why the shares have lagged and point to debt costs, execution risks, and the wait for revenue.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Traders are focused on Compass Pathways expected FDA NDA completion for COMP360, its investigational psilocybin treatment for treatment-resistant depression, and the potential for an accelerated review. Optimism about the regulatory timeline and commercial preparations is countered by frustration over cautious management comments, uncertainty about filing timing and approval, and weak price action.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Ciphers convertible-note financing and share exchange have fueled concerns about dilution and the timing of the capital raise, amid a sharp selloff across AI data-center and former-miner stocks. Traders are split between viewing the financing as a drag on shareholders and seeing it as funding for expansion, with some buying the drop while others remain wary of further losses.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows AI Passport launch, with NVIDIA as its first partner, is drawing attention alongside a rotation into software as chip stocks face selling pressure. Bulls view the advance as a potential breakout and evidence of demand for AI governance, while skeptics point to repeated resistance and sharp reversals.

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Nifty 50

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Zomato Ltd.

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ITC Ltd.

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theadamtracy

Adam Tracy