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Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging due to a blowout fiscal Q4 earnings report and massive forward guidance that reflects strong demand across the AI infrastructure and semiconductor testing sectors. The community is actively debating the stock's valuation and long-term growth prospects, with bullish investors highlighting the record backlog and critical testing capacity, while bears express skepticism over the high price-to-sales multiple.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is experiencing a historic sell-off as investors react to a significant earnings miss and management's commentary about customers shifting budgets toward AI hardware, causing widespread concern about potential software sector headwinds. While some in the community see the 25% drop as a potential value opportunity to buy a blue-chip company at deep discounts, many others are debating whether this signals a broader structural breakdown or a temporary overreaction.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is seeing intense market activity as investors digest its recent Nasdaq ADR debut amidst broader semiconductor sector volatility, with community debate centered on the valuation gap between its U.S. listing and its Korean market performance. While some participants are aggressively betting on a recovery fueled by long-term HBM supply constraints, others are actively shorting the stock, citing concerns over leverage, arbitrage discrepancies, and broader macro instability.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is facing significant volatility as investors debate the impact of high capital expenditures and heavy debt loads on its AI-infrastructure strategy. While some in the community see a deep-value buying opportunity at current levels due to a massive enterprise backlog, others remain skeptical, pointing to the risk of AI project delays and recent institutional selling pressure.

Celcuity, Inc. operates as a cellular analysis company. The company discovers new cancer sub-types and commercializing diagnostic tests designed to improve the clinical outcomes of cancer patients treated with targeted therapies. The firm's proprietary CELx diagnostic platform is the commercially ready technology that uses a patient's living tumor cells to identify the specific abnormal cellular process driving a patient's cancer and the targeted therapy that treats it. The company was founded by Brian F. Sullivan and Lance G. Laing in January 2012 and is headquartered in Minneapolis, MN.

Celcuity Inc

Celcuity is currently trending as investors react to the FDA approval of its breast cancer drug, Revtorpyk, which significantly improved progression-free survival rates in clinical trials. While some market participants are managing volatility and profit-taking post-approval, the community is actively discussing the companys transition to a commercial-stage firm and the potential for a future acquisition by big pharma.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike is gaining momentum as cybersecurity becomes a mission-critical priority due to escalating threats from advanced AI models, with the community actively debating the sustainability of its premium valuation versus its strong growth potential. Investors are closely monitoring the sector's resilience and the company's ability to capitalize on enterprise software consolidation.

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

Cleanspark shares are in focus as the company secures a significant 20-year lease with a major tech player, fueling community debate over the company's long-term pivot from Bitcoin mining to AI-driven infrastructure. While some investors view the deal as a critical valuation catalyst that justifies a higher rerating, others remain skeptical, citing concerns over management's compensation, debt levels, and the lack of transparency regarding the tenant's identity.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is actively navigating increased market scrutiny as stakeholders weigh its competitive position against emerging prediction markets and legal challenges facing rivals like Kalshi. Community discourse is currently hyper-focused on the impact of World Cup betting volumes, with many investors debating whether high-profile endorsements and expanding operations in regions like Alberta will successfully offset concerns regarding sector competition and regulatory headwinds.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as investors weigh an upcoming July 29th FDA Advisory Committee meeting against ongoing litigation involving distribution rights, creating significant volatility. The community remains heavily focused on the strength of clinical trial data for Deramiocel and the potential for a massive short squeeze as traders debate whether current price pressure reflects legitimate regulatory risk or deliberate manipulation by short sellers.

Polestar Automotive Holding UK Plc is the Swedish electric performance car brand that engages in the research, development, marketing, commercialization, and sales of battery electric vehicles and related technology solutions. It offers Polestar 2 (PS2), a premium fast-back sedan, the Polestar 3 (PS3), a luxury aero sport-utility vehicle, the Polestar 4 (PS4), a premium sport utility vehicle, the Polestar 5 (PS5), a luxury sport grand-touring sedan, and the Polestar 6 (PS6), a luxury roadster. The company was founded on September 15, 2021 and is headquartered in Gothenburg, Sweden.

Polestar Automotive Holding UK PLC - ADR Class A

Polestar Automotive Holding UK PLC

Polestar is trending as investors react to a significant equity infusion, upcoming strategic model updates, and a competitive shift in global markets where the brand has begun outpacing Tesla in key regions like the UK. While the community remains divided over the stock's financial resilience and volatility, discussions are heavily focused on the potential impact of new product launches and the company's long-term pivot toward a leaner, more efficient manufacturing strategy.

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Homes.com Report: U.S. Home Prices Edge Higher in June as Supply and Demand Trends Remain in Balance

Homes.com, a CoStar Group (NASDAQ: CSGP) leading online residential marketplace, released its June 2026 housing market report showing that the national median sale price rose to $401,000, up 1.5% from a year earlier. Home sales increased 6.1% year over year, while active listings were 4.2% higher...

U.S. Retail Construction Activity Holding Near Post-Pandemic Lows

U.S. retail construction activity remained relatively steady in the second quarter of 2026, according to data from CoStar, the leading global provider of online real estate marketplaces, information and analytics in the property markets. This press release features multimedia. View the full release...

This Apple Analyst Turns Bearish; Here Are Top 5 Downgrades For Tuesday

Wall Street analysts changed outlooks on top stocks, including CoStar Group, Pattern Group, Progressive Corp, Taylor Morrison Home, and Pearson PLC.read more...

CoStar Group Promotes Robin Rossmann to Chief Financial Officer to Drive Margin Expansion and Profitable Growth

CoStar Group, Inc. (NASDAQ: CSGP), a leading provider of online real estate marketplaces, information, and analytics in the property markets, today announced the appointment of Robin Rossmann as Chief Financial Officer, effective July 31, 2026, succeeding Christian Lown, who is stepping down to...

U.S. Office Leasing Remained Steady in the Second Quarter of 2026

U.S. office leasing remained steady in Q2 2026, according to data from CoStar, the leading global provider of online real estate marketplaces, information and analytics in the property markets. This press release features multimedia. View the full release here...

CSGP Strengthens Global Real Estate Platform With France Expansion

CoStar Group expands into France, boosting its global real estate data platform and long-term recurring revenue growth prospects.


CoStar Group (CSGP): 10 Best NASDAQ Stocks to Invest In For Long Term

CoStar Group (CSGP): 10 Best NASDAQ Stocks to Invest In For Long Term...

CoStar Group Announces Launch of CoStar Platform in France

CoStar Group (NASDAQ: CSGP), an S&P 500 company and the global leader in real estate marketplaces, information, analytics and 3D digital twin technology today announces the official launch of the CoStar platform in France bringing its commercial real estate intelligence platform to one of Europes...

CoStar Group to Report Financial Results for Second Quarter on July 28, 2026

CoStar Group, Inc. (NASDAQ: CSGP), a global leader in online real estate marketplaces, information, analytics and 3D digital twin technology in the property markets, will announce financial results for the second quarter of 2026 following the market close on Tuesday, July 28, 2026. Management will...

CoStar Group (CSGP) Fell Despite Solid Results

CoStar Group (CSGP) Fell Despite Solid Results...

CoStar Group, Inc. engages in the provision of online real estate marketplaces, information, and analytics in the commercial and residential property markets. It operates through the following segments: CoStar Portfolio, Information Services Portfolio, Multifamily Portfolio, LoopNet Portfolio, and Other Marketplaces Portfolio. The CoStar Portfolio segment consists of two classes of trade receivables based on geographical location: North America and International. The Information Services Portfolio segment includes four classes of trade receivables: CoStar Real Estate Manager, Hospitality, North America, Hospitality, International, and other Information Services. The Multifamily Portfolio, LoopNet Portfolio, and Other Marketplaces Portfolio segments focus on one class of trade receivables. The company was founded by Andrew C. Florance and Michael R. Klein in 1987 and is headquartered in Arlington, VA.

Costar Group, Inc.

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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