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Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

NVAXs sharp selloff is being debated after Shah Capital disclosed a share sale and said it would step back from its activist role, alongside Citis reiterated Sell rating and weakness across biotech. Traders also pointed to a resurfaced TipRanks FDA-hold story, while others noted it described a resolved event from 2024 and disputed that it drove the decline.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Attention centers on Deckers upcoming quarterly report, with traders weighing earnings expectations against company guidance and watching a recent rebound in the shares. Optimists cite HOKA and UGG demand, buybacks and chatter about Michael Burrys position, while skeptics point to tariff and freight costs, margin pressure and footwear-sector weakness.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys upcoming Q3 results are the main focus after a sharp pullback amid a broader selloff in AI and growth stocks. Traders are split between expecting strong results to revive the shares and warning that high expectations and valuation could fuel a sell-the-news reaction.

Direxion Shares ETF Trust - Direxion Daily MSCI South Korea Bull 3X ETF

Direxion Daily South Korea Bull 3X Shares

KORU is drawing attention amid sharp swings in South Korean equities, with weakness in chip-heavy Samsung and SK Hynix shares and concerns about AI and memory-stock sentiment weighing on the fund. Traders are divided between buying an oversold rebound and warning that its 3x daily leverage can amplify further losses and decay.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is under pressure amid a semiconductor and AI-stock selloff, with traders also criticizing its investor-day presentation for omitting a concrete near-term wafer-fab equipment spending forecast despite optimistic long-term targets. Some see the pullback as an oversold buying opportunity, while others worry about capex visibility and broader market pressures.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET is drawing attention amid a sharp selloff in AI and semiconductor stocks, alongside concerns that its optical-interposer technology has yet to translate into verified, scaled sales. Traders are split on whether Lumilens-related qualification and production chatter and NVIDIA-Ciscos new pluggable-optics push validate POETs opportunity or underscore execution and competitive risks, with the upcoming quarterly report viewed as a key check-in.

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

Cerebras shares are drawing attention after a steep selloff, with traders focused on staggered IPO lockup expirations that make more shares eligible for sale, alongside weakness across AI and semiconductor stocks. Bears cite valuation, potential share supply, and concerns about growth and customer concentration, while bulls argue the stock is oversold and are buying the decline.

What is Amp?  Amp is described as the new digital collateral token offering instant, verifiable assurances for any kind of value transfer. Using Amp, networks like Flexa can quickly and irreversibly secure transactions for a wide variety of asset-related use cases.  How does Amp work?  Amp claims to offer a straightforward but versatile interface for verifiable collateralization through a system of collateral partitions and collateral managers. Where collateral partitions can be designated to collateralize any account, application, or even transaction, and carry balances which are directly verifiable on the Ethereum blockchain, collateral managers are smart contracts that can lock, release, and redirect collateral in these partitions as needed in order to support value transfer activities. Amp supports a wide variety of use cases for collateralization, and also introduces the concept of predefined partition strategies, which can enable special capabilities such as collateral models through which tokens can be staked without ever leaving their original address.

AMP Token

A sharp price and volume surge is driving AMP attention, with bullish traders calling it a breakout and speculating about accumulation or a short squeeze, though no specific new catalyst is confirmed. The debate is between hopes for demand tied to Flexas payments and collateral network and warnings that the move may fade like previous rallies without clear adoption or transaction growth.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Traders are positioning ahead of Robloxs upcoming earnings, with the discussion focused on whether engagement and bookings can support a recovery. Bulls point to recent buying and a defended technical base, while bears remain concerned about slowing growth and the earlier analyst downgrade; sentiment is divided.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs sharp selloff and prolonged losing streak are fueling debate over why it is lagging Bitcoin, with traders pointing to concerns about Bitcoin sales, weak financials, and an AI/data-center pivot that still lacks signed tenant leases. Some see an oversold bounce or short squeeze setup, while others remain bearish on the companys execution and outlook.

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Bitcoin

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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Skydance CEO David Ellison Outlines 4 Goals For Merger Success, Company Targets $2B In First-Year Synergies

Equity

The combined company has roughly $79 billion in debt and aims to reduce leverage to three times within about three years through revenue growth and cost savings.


Berkshire Reshapes Its Stock Portfolio: ETFs in Focus  

Berkshire's latest portfolio moves signal a bigger bet on Alphabet and housing stocks. Here are the ETFs that offer exposure to its top buys.

Disney Stock Rallies on Q3 Earnings Beat: ETFs to Consider

Disney's Q3 earnings spark a stock rally. Here's a closer look at the results and the ETFs with exposure to the entertainment giant.

ETFs to Watch as META Sinks Post Q2 Earnings Miss, Poor Cash Position

Meta Platforms shares fall after mixed Q2 results as cash flow pressure and Reality Labs losses rattle investors. ETFs offer diversified exposure.

Alphabet-Heavy ETFs to Consider as Capex Woes Offset Cloud Strength

Alphabet Q2 earnings beat on strong Cloud growth, but a higher capex outlook weighed on sentiment. Here are some Alphabet-heavy ETFs to watch.
 

Anthropic-Meta AI Deal in the Cards? ETFs in Focus

Anthropic's potential $10B AI computing deal with Meta could boost AI infrastructure demand and lift Meta-focused communication services ETFs like XLC and VOX.

NFLX Stock Slips Premarket: Netflix Could Reportedly Sink Below $70 If Earnings Disappoint, Analyst Warns 

Netflix heads into fiscal second-quarter earnings under pressure. 


Hedge Funds, Mutual Funds Pile Back Into Tech Stocks, Favoring Semis Over Software: Goldman Sachs

U.S. equity hedge funds have benefited from the market rebound in the second quarter.

Meta Reportedly Commences 8,000 Job Cuts Amid AI Spending Surge

Bloomberg reported that employees in Singapore received layoff notices early Wednesday.


Disney-Heavy ETFs to Watch After Impressive Q2 Earnings 

Disney's earnings beat, streaming momentum and parks growth put ETFs with heavy exposure to the company in focus.

iShares Trust - iShares Global Comm Services 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.

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