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The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is experiencing significant retail momentum as traders flock to the stock on rumors of a potential short squeeze, citing high short interest and speculative talk of a private buyout. Community members are actively sharing their positions and debating the brand's long-term value, creating a volatile environment driven by intense retail interest and discussions about leadership changes.

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 Systems is facing significant selling pressure and heightened volatility as investors weigh a strong revenue beat against a concerning outlook for declining gross margins in the coming quarters. Community discussion is sharply divided between those viewing the pullback as a buying opportunity given the company's high-profile OpenAI contract and those skeptical of its long-term valuation relative to chip-sector giants.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is trending following a massive $700 million upsized public offering, which has sparked intense community debate over the impact of significant share dilution versus the company's strong institutional backing. While some investors interpret the upsized offering as a sign of confidence from large players in the company's upcoming clinical milestones, others are aggressively criticizing the move as a profit-taking exercise that leaves retail shareholders holding the bag.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm, through its storage cloud platform, provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng and Brian Wilson in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is surging after announcing a five-year, $335 million storage partnership with AI infrastructure provider CoreWeave, significantly boosting its revenue visibility and market standing. The community is buzzing over the stock's transition from an overlooked player to a key piece of the AI ecosystem, though active debates continue regarding potential capital raises and the sustainability of the current price breakout.

Keel Infrastructure Corp. engages in building artificial intelligence focused data centers and energy assets. It focuses on infrastructure and energy required to support high-performance computing and artificial intelligence workloads. The company was founded on April 1, 2026 and is headquartered in New York, NY.

Keel Infrastructure Corp.

Keel Infrastructure Corp

Keel Infrastructure Corp is drawing significant investor interest as the community rallies around its pivot to AI-focused data center infrastructure and anticipated capacity growth. Bullish sentiment is being driven by upcoming Russell index inclusion, potential hyperscaler lease announcements, and a perceived scarcity of high-quality power assets for AI workloads.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Take-Two Interactive is experiencing strong momentum as anticipation builds for the Grand Theft Auto VI release, with recent market movement driven by reports of pre-order windows opening ahead of the upcoming earnings call. The community is heavily focused on the game's potential to drive historic sales, viewing the stock as a key long-term play despite broader market volatility.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is trending as investors double down on the 'picks and shovels' of the AI infrastructure boom, with the stock catching major momentum from multi-year supply agreements with hyperscalers like Nvidia and Amazon. The community is actively debating its role in the optical and photonics revolution, with bullish sentiment driven by Corning's essential fiber-optic patents as data centers pivot toward horizontal scaling.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa is experiencing heightened volatility as market participants debate the long-term impact of AI-driven 'agentic' commerce and potential shifts toward stablecoin payment rails. While the community remains divided on whether these technologies pose a structural threat to the legacy payments duopoly, long-term investors are highlighting Visa's robust cash flow, global network effects, and strategic partnerships as key pillars of stability amidst the sell-off.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI continues to see heavy debate among investors as the stock faces downward pressure amid high short interest and institutional accumulation, with the community closely tracking the company's progress on integrating LivePerson assets. While some remain skeptical of management and share price volatility, others point to long-term potential in their conversational AI pipeline and institutional buying as indicators that the current consolidation phase may precede a significant breakout.

Stellantis NV engages in the designing, engineering, manufacturing, distributing, and selling of vehicles and components. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys brands. The company was founded on April 1, 2014 and is headquartered in Hoofddorp, the Netherlands.

Stellantis N.V

Stellantis is trending as investors react to a major business reset involving a massive restructuring charge and a suspended dividend, while the community intensely debates the long-term viability of its turnaround strategy focused on traditional and hybrid lineups. Market participants are split between viewing the stock as an oversold value play with deep assets and worrying about severe operational execution risks amidst an increasingly competitive global automotive landscape.

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Delaware Enhanced Global Dividend & Income Fund operates as a closed-end investment management company. It intends to seek current income with capital appreciation. The company was founded on June 29, 2007 and is headquartered in Philadelphia, PA.

Delaware Enhanced Global Dividend & Income Fund

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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