SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Traders are reacting to a combination of rising oil prices, surging bond yields, and an industry-wide debate over the pace of AI development, leading to bearish sentiment and concerns about market volatility. While some market participants anticipate a potential pullback or correction due to these macroeconomic headwinds, others remain optimistic, viewing the volatility as a buying opportunity.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is trending as traders react to a wave of industry headlines, including calls from major AI executives to slow the pace of development, rising oil prices amid Middle East tensions, and anticipation ahead of the upcoming Federal Reserve policy meeting. While some investors fear the AI safety warnings signal a bubble, others argue the infrastructure buildout remains robust and view market volatility as a potential buying opportunity.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is trending following a media report that identified Anthropic as the unnamed customer behind the company's $13.7 billion six-year computing capacity deal. Traders are debating the significance of this partnership and the potential for a short squeeze, while some express frustration over market volatility and the stock's recent price decline.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Semiconductor shares are experiencing significant volatility as investors navigate sector rotation between chip and software stocks, while balancing concerns over high interest rates, inflationary pressure, and geopolitical tensions in the Middle East. Discussion among traders is divided, with some actively scalping the swings and others expressing frustration over the lack of clear directional momentum for the asset.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending as investors debate the impact of AI infrastructure demand against macro concerns and recent executive warnings about slowing AI development. While some traders are bullish on the massive compute backlog and institutional support, others remain skeptical due to high debt levels and aggressive insider selling.

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 trending after Chairman Larry Ellison unexpectedly canceled a plan to sell $7.5 billion in company stock, sparking optimism among retail traders who view the move as a major vote of confidence and a potential trigger for a short squeeze. Despite this bullish sentiment, other market participants remain cautious, citing broader concerns over high AI infrastructure spending, rising restructuring costs, and industry-wide calls for a slower pace in frontier AI development.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors respond to strong quarterly financial results, domestic government support, and anticipation of a critical minerals roundtable with the White House. While some traders view the recent price action as a short squeeze opportunity or a long-term strategic accumulation, others remain cautious due to volatility and ongoing supply chain tensions with China.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is trending as traders debate the sustainability of the AI infrastructure supercycle following a sharp post-earnings sell-off, with bulls emphasizing long-term demand for high-capacity enterprise storage and bears pointing to valuation concerns and potential cooling in the memory sector. While many argue that the data storage needs of AI workloads provide a strong, underappreciated secular tailwind, others view the recent volatility as a sign that the sector's growth is peaking and becoming overbought.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

The ticker is trending due to heightened investor anxiety surrounding the timing of the REGAL Phase 3 trial data, exacerbated by viral social media discussions that challenged the trial's success probability. While some traders are panicking over delayed event milestones and unverified survival modeling, long-term investors are maintaining conviction based on the trial's design, independent monitoring committee endorsements, and the potential of the underlying immunotherapy platform.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

Compound is trending as traders debate its potential for a price breakout, driven by its low 10 million token supply and recent institutional pivot involving a significant treasury allocation. While some participants express frustration over stagnant price action and competition from other DeFi protocols, others view current levels as a long-term accumulation opportunity.

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https://x.com/kobeissiletter/status/1811377472195154193?s=46&amp;t=7vIazpOiaR63N_ccf3b54A

George Wright

P and L

Mark Budarz

BREAKING: June CPI inflation rate falls to 3.0%, below expectations of 3.1%.Core CPI inflation fell to 3.3%, below expectations of 3.4%.This marks the 39th consecutive month with inflation at or above 3%.It's also the 3rd straight month with declining CPI inflation.

X (Formerly Twitter)

The Kobeissi Letter on X (formerly Twitter): "BREAKING: June CPI inflation rate falls to 3.0%, below expectations of 3.1%.Core CPI inflation fell to 3.3%, below expectations of 3.4%.This marks the 39th consecutive month with inflation at or above 3%.It...