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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

CoreWeaves sharp selloff is centered on concerns about its heavy debt, weakening bond prices and the cost and availability of financing its AI infrastructure expansion, compounded by doubts about whether AI spending can support neocloud providers. Bears warn of severe financial distress, while bulls argue that strong contracted demand and potential Nvidia support make the selling excessive.

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 is caught in a neocloud and AI-infrastructure selloff after Gartner warned that many independent providers may not survive and that planned AI spending could outpace revenue; concerns about CoreWeaves debt and hot inflation adding to rate fears have intensified the repricing. Traders debate whether Nebius is unfairly dragged down with CoreWeave, with some viewing the drop as a buying opportunity while others worry about sector valuations, financing costs and the durability of AI demand.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

The FDA expanded Anktivas approval to cover BCG-unresponsive papillary-only bladder cancer, widening its eligible patient population; traders view the decision as a meaningful commercial and regulatory milestone. Many are bullish, but others are disappointed by the modest share-price response and debate whether the news was already priced in, alongside concerns about valuation and dilution.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab pushed Neutrons first flight to 2027 after manufacturing defects were found in a carbon-composite tank component, intensifying concerns about repeated schedule slips, execution, and delayed growth. Traders are divided between viewing the selloff as an overreaction to a prudent safety-focused fix and seeing it as a blow to the companys growth case; broader weakness in growth and space stocks is also adding pressure.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is under pressure amid a broad semiconductor and memory-stock selloff, with traders citing South Koreas market drop, concerns about Chinese DRAM maker CXMT gaining ground, and broader worries about AI spending and inflation. Bulls argue that tight memory supply and AI demand support the business, while bears fear competition and cyclical risks could weaken pricing power.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention amid a selloff in Korean and memory-chip shares, as reports of Chinese rival CXMTs DRAM advances fuel concerns about future competition; worries about AI spending and foreign selling in the Korean market add pressure. Traders debate whether the competitive threat is being overplayed: bulls cite SK Hynixs HBM position and continued AI demand, while bears point to memory cyclicality and further downside risk.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs record quarterly results and upbeat outlook, backed by robust AI-chip demand, are the main focus. Traders are weighing the strong fundamentals against the shares decline amid a broader semiconductor selloff, with some arguing the good news was priced in and others viewing the drop as disconnected from demand.

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

IRENs selloff is being linked to fears about the economics and financing of AI-focused neoclouds, amplified by a Gartner warning that many providers may not survive independently and hotter inflation that could keep borrowing costs elevated. Traders are split between viewing the decline as a sector-wide reassessment with further downside risk and treating it as an oversold buying opportunity.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a broad tech and semiconductor selloff, as hotter-than-expected inflation revived Fed rate-hike concerns and traders questioned whether AI infrastructure spending can justify valuations. The community is split between expecting further declines and viewing the pullback as a buying opportunity, with inflation data and chip earnings seen as important tests.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins steep, sustained selloff and repeated 52-week lows dominate discussion, with traders pointing to a run of analyst price-target cuts, weak price action amid broader tech/AI-market pressure, and thin trading. Bulls argue the companys growth and cash generation make the shares undervalued and look to earnings for a sentiment shift, while bears question whether the decline has further to run and criticize managements silence.

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