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T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

T-Mobile shares sold off sharply after SpaceX agreed to acquire low-band spectrum for Starlink Mobile, raising concerns about a future rival to established wireless carriers. Traders debate whether the threat could pressure T-Mobiles pricing and market share or whether the selloff overstates a challenge that would require substantial infrastructure and time to develop.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

SpaceXs agreement to acquire low-band spectrum for Starlink Mobile has pressured AT&T shares as traders weigh the prospect of a new wireless competitor. The community is divided between those who see a lasting threat and dip buyers who argue that building a competitive network will take years and that the selloff is excessive.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the following business segments: Consumer and Business. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

SpaceXs agreement to acquire low-band spectrum has raised concerns that Starlink Mobile could eventually challenge established wireless carriers, weighing on Verizon shares. Traders are split between viewing the selloff as an overreaction given the time and infrastructure needed to build a competing network and treating the move as a longer-term competitive threat; some see the decline as a dividend-driven buying opportunity.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Goldman Sachs upgrade to Buy, citing Palantirs opportunities in sovereign AI and customized software, has helped fuel a rally to new highs. Bulls celebrate the momentum and potential AI growth, while bears argue the valuation is stretched and warn of a pullback.

Curaleaf Holdings, Inc. operates as a holding company with interest in medical and wellness cannabis operations. It operates through the Domestic Operations and International Operations segments. The company was founded on November 13, 2014 and is headquartered in Stamford, CT.

Curaleaf Holdings Inc

Curaleafs unsolicited Aurora Cannabis takeover bid is dominating discussion, with traders weighing the enhanced offer against Aurora shareholders resistance and debating whether the deal will proceed or draw competing interest. Views are split between those who see the acquisition as a strategic expansion and those who consider the terms inadequate for Aurora holders.

Ginkgo Bioworks Holdings, Inc. engages in developing biological engineering products and custom microbes. Its platform enables biotechnology applications across diverse markets, from food, agriculture, industrial chemicals, and pharmaceuticals. It operates through the Cell Engineering and Biosecurity segments. The Cell Engineering segment includes end-to-end cell engineering solutions and cell engineering tools offerings for biological research and development. The Biosecurity segment focuses on biomonitoring and bioinformatics support services, offered to both government and non-government customers through its Canopy and Horizon offerings. The company was founded by Jason Kelly, Reshma Shetty, Bartholomew Canton, Austin Che, and Thomas F. Knight, Jr. in 2008 and is headquartered in Boston, MA.

Ginkgo Bioworks Holdings Inc - Ordinary Shares - Class A

Ginkgos autonomous-lab expansionincluding Araceli imaging integration and Boston lab access for NSF X-Labs researchersis fueling attention, with bulls viewing it as progress toward AI-driven biology infrastructure. Skeptics counter that partnerships and lab buildouts still need to translate into revenue and stronger financial execution.

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

POETs business update on optical-engine production, customer qualification, improving yields and planned manufacturing expansion is driving discussion. Bulls view it as evidence of progress toward AI data-center commercialization, while skeptics say the update lacks named customers, confirmed sales and clear proof that the ramp is on schedule.

WorldFinancial

Traders are focused on World Liberty Financials preliminary, conditional OCC approval for a national trust bank and the potential for USD1 stablecoin adoption to support WLFI, with some also speculating that USD1s role at the UFC Freedom 250 event could draw attention. Bullish calls for a rebound based on these catalysts and limited circulating supply contrast with concerns about weak price performance, token-holder value, and Trump-family monetization.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

A DEA administrative law judges pause in the broader cannabis Schedule III proceeding, while considering whether to add a GAO report on drug-scheduling procedures, is driving attention and weighing on cannabis stocks. Traders are divided between viewing it as a temporary procedural delay and fearing a longer setback; some argue Trulieve is less exposed because its business is largely medical-focused.

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

OpenAI CEO Sam Altmans description of Cerebras as a close partner with deep engagement on speed has helped ease concerns sparked by reports that OpenAIs Ultrafast inference mode would use Nvidia GPUs, prompting a volatile rebound discussion. Traders remain divided over whether the reassurance outweighs Cerebrass dependence on OpenAI, high valuation, and upcoming insider share unlocks.

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RUM Stock Ticks Higher Overnight: Analyst Sees 94% Upside As $13B Anthropic Deal Sets Off AI Pivot

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AI ETFs to Buy Now as Neocloud Reshapes Cloud Infrastructure 

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TeraWulf received a bullish William Blair rating and $31 target as its AI power strategy gains traction.


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5 ETF Areas of Last Week 

Cooling inflation and softer jobs data eased Fed rate-hike fears, while AI, neocloud and memory ETFs delivered strong gains last week.

BRUN Stock Soars After Securing Long-Term Lease To Expand GPU Compute Capacity — CEO Says 'This Gives Us Strong Visibility Into Recurring Revenue'

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Jim Chanos Warns CoreWeave's AI Moat Depends On Nvidia, Calls Neoclouds ‘Financial Conduits, Not Technology Companies’ 

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CoreWeave Surges on Upbeat Q2: ETFs in Focus

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Roundhill Investments Launches First-Ever Neocloud ETF (NCLD) and Photonics & Optics ETF (LYTE)

Roundhill Investments Launches First-Ever Neocloud ETF (NCLD) and Photonics & Optics ETF (LYTE) Roundhill Investments Launches First-Ever Neocloud ETF (NCLD) and Photonics & Optics ETF (LYTE) PR Newswire NEW YORK, Aug. 6, 2026 NCLD and LYTE provide precise exposure to the compute and connectivity...

Invest in the neocloud companies powering AI infrastructure. The Roundhill Neocloud ETF (NCLD) offers actively managed exposure to GPU-as-a-Service platforms and AI data centers that support high-performance computing.

Roundhill ETF Trust - Roundhill Neocloud ETF

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Roundhill Neocloud ETF

$NCLD mostly miserable chop in these names for a few months. should end sooner than later imo

T. Stonk

$NCLD $LYTE a little late for these ETFs They would have been amazing 6 months to a year ago. Still a lot of room to move higher, but looks like things might be choppy for a bit

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