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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 Energy is drawing attention amid volatile pre-earnings trading, with traders weighing expectations for Q3 results and possible guidance against a broader selloff in AI and growth stocks tied to inflation and interest-rate concerns. Bulls point to data-center power demand and deals involving AEP, Google and Oracle, while bears question the stocks valuation and warn of further downside or a sell-the-news reaction.

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 prolonged selloff and repeated underperformanceeven as Bitcoin has held up or reboundedare driving discussion. Traders largely blame skepticism about the AI/data-center pivot without signed tenant leases and concerns over finances and management, while some see the decline as overdone and anticipate a rebound if Bitcoin strengthens or a deal emerges.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts withdrawal from its UK data-center deal with Nscale, reportedly because grid power may not be available until the 2030s, has fueled discussion about AI infrastructure delays and the economics of the broader buildout. Traders disagree on the implications: some see a warning sign for AI spending and financing, while others view it as a site-specific power constraint rather than a drop in demand.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet shares are under pressure amid a broader tech selloff and concerns about macro conditions, with traders debating whether the weakness reflects market-wide moves or company-specific worries about AI competition and spending. The community is split between dip-buyers watching technical support and bears focused on persistent selling, with upcoming earnings seen as a key test for cloud growth and AI execution.

AbbVie, Inc. is a research-based biopharmaceutical company, which engages in the development and sale of pharmaceutical products. It focuses on treating conditions such as chronic autoimmune diseases in rheumatology, gastroenterology, and dermatology, oncology, including blood cancers, virology, including hepatitis C virus (HCV) and human immunodeficiency virus (HIV), neurological disorders such as Parkinson’s disease, metabolic disorders, including thyroid disease and complications associated with cystic fibrosis, pain associated with endometriosis, and other serious health conditions. The company was founded on October 19, 2011 and is headquartered in North Chicago, IL.

Abbvie Inc

AbbVies run to fresh highs is drawing attention amid a rotation into defensive healthcare stocks, with traders highlighting breakout momentum while some caution that the shares look overextended. Positive Crohns disease and oncology pipeline updates are also part of the discussion, alongside speculation about AbbVie as a potential biotech acquirer.

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

AMP is drawing attention after a sharp price and volume surge, with traders celebrating the move and watching for a breakout. No confirmed catalyst dominates; speculation about Flexa adoption and ties to ANVL competes with skepticism that the rally may fade like prior pump-and-dump moves.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Vicor is drawing attention after a steep pullback despite two recent Q3 revenue outlook increases, which the company attributed to royalties from its Vertical Power Delivery technology licensing. Traders are divided between buying the weakness ahead of the earnings report and worrying that the selloff reflects fading momentum, profit-taking, or broader pressure on tech stocks.

Aventus Network

AVT is drawing attention amid a volatile rebound, with traders watching rising activity and a thin order book for signs of a breakout. Aventus Clouds decentralized-compute updates add to the bullish narrative, while others point to selling pressure, concentrated ownership, and supply concerns as risks to sustaining momentum.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers steady climb toward a 52-week high has traders focused on whether it can break through the psychologically important $30 level; bullish posts point to call activity, pipeline progress and demand for defensive, dividend-paying stocks, while others expect resistance or a range-bound move. No single catalyst dominates the discussion.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances ESMO data on lifileucel is driving attention, especially the mature frontline melanoma results with pembrolizumab and preliminary activity in sarcoma. Many traders view the melanoma response and durability findings as supportive of expansion potential, while others note the small cohorts and that the results do not establish success in the still-blinded Phase 3 TILVANCE-301 trial.

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Morgan Stanley Sees Quantum Computing A $100B Market, And It's Betting On This Stock 

Equity

Morgan Stanley elevated Quantinuum to an overweight rating with an 88% upside target, naming it the top pure-play quantum computing stock.


TSEM Stock Bucks Market Selloff On Semtech AI Chip Deal Securing Capacity Across 3 Regions

Tower CEO Russell Ellwanger said the companies are qualifying solutions ahead of anticipated demand for future generations of optical connectivity products.


IonQ Shares Slide After Firm Announces $1.3B All-Stock Deal To Acquire Cybersecurity Firm Elisity 

The deal includes up to $150 million in performance-based earnouts.


Nebius Could Stand Apart In AI Cloud, Says William Blair – Sees Valuation Understating Long-Term Earnings Power

William Blair highlighted Nebius’ infrastructure scale, software capabilities, major customers, and access to capital as factors that could differentiate its AI cloud platform, according to TheFly, 

MDB Stock Plunges After CEO Leaves For Meta – Analysts Weigh Enterprise Ties Against Ittycheria Return

MongoDB President and CEO Chirantan "CJ" Desai stepped down immediately to become Meta's Chief Enterprise Platform Officer.


Quantum Selloff: Should Investors Consider These 3 Hyperscalers?

As quantum stocks face a valuation reset, hyperscalers offer exposure through cloud, AI and investments in quantum capabilities.

INFQ Stock Surges After Infleqtion Solves Key Technical Hurdle In Large-Scale Quantum Computing

Infleqtion’s latest breakthrough underscores the push to make quantum systems more commercially viable.


IONQ Stock On Track To Hit Over 1-Month High On Nvidia Superion 256 Deployment, Quantum Error Decoder Breakthrough 

IonQ said it would be the first on-premises quantum computing deployment at Nvidia’s Accelerated Quantum Research Center.

Nutanix Acquires Ryax Technologies To Tackle GPU Bottlenecks In Agentic AI — Plans Integration Across Enterprise AI Platforms

The Ryax deal gives Nutanix new tools to automatically determine where AI workloads should run, potentially helping enterprises use scarce, expensive computing resources more effectively.

QBTS, RGTI, QNT Stocks Rally After $100M Quantum Deals: US Government Takes Stakes In All Three

The U.S. government is committing a combined $300 million to D-Wave Quantum, Rigetti Computing and Quantinuum.


ETF Series Solutions - Defiance Quantum ETF

Neutral Sentiment

Yes, still bullish

No, losing confidence

Waiting to see earnings first

Never was bullish

Quantum computing stocks - like $IONQ, $RGTI, and $QBTS - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

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IonQ Inc

Rigetti Computing Inc

D-Wave Quantum Inc

 - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

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Defiance Quantum ETF

$QTUM great add price imo is 130s if you aren't already in and bullish on quantum $INFQ $IBM $IONQ $RGTI pure plays are nice but I like to diversify. Expense ratio is a little high but it also has a negative discount/premium to NAV

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