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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is surging after reports that it is developing a cloud infrastructure business to monetize excess AI compute capacity, a move investors view as a strategic transition from high-cost AI infrastructure spending to potential long-term revenue generation. While this announcement caused volatility in smaller neocloud peers due to competition concerns, the broader community remains focused on whether this initiative effectively optimizes Meta's massive capital investments.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

The iShares Russell 2000 ETF (IWM) is trending as investors closely monitor a potential market rotation from large-cap tech into small caps, fueled by ongoing index rebalancing and shifting interest rate expectations. Community members are actively debating whether this sector strength signals a sustainable breakout for small-cap stocks or a looming trap for retail participants amid broader economic uncertainty.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is trending due to intense retail interest surrounding its potential as a short squeeze candidate, driven by a combination of high short interest and a exceptionally low public float. The community is actively debating the stock's turnaround prospects and comparing it to other fast-food retail plays, while some investors are closely monitoring recent debt refinancing news as a key catalyst for volatility.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is facing intense volatility as investors react to reports of Meta Platforms potentially launching a cloud business to monetize its own excess AI compute capacity. While many in the community view the sell-off as a knee-jerk reaction to narrative-driven headlines, others are debating whether this signals a long-term shift in the competitive landscape for AI infrastructure providers.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is experiencing significant volatility as investors debate the sustainability of AI-driven memory demand following reports of hyperscalers adjusting capacity and potential competition from Chinese suppliers. While the community remains deeply divided between long-term bulls highlighting robust multi-year contracts and bears anticipating a cyclical correction, technical traders are actively watching key support levels and price action around the stock's recent volatility.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

The VanEck Semiconductor ETF is trending as investors debate whether the sector's parabolic rise represents a sustainable AI-driven supercycle or a crowded, late-stage speculative bubble. While bulls point to robust capital expenditures and memory-led demand as structural foundations, bears warn of extreme valuation levels and potential downside risks from sector-wide profit-taking.

General Mills, Inc. engages in the manufacture of food. Its portfolio of brands includes household names like Cheerios, Nature Valley, Blue Buffalo, Häagen-Dazs, Old El Paso, Pillsbury, Betty Crocker, Totino’s, Annie’s, Wanchai Ferry and more. It operates through the following segments: North America Retail, International, North America Pet, and North America Foodservice. The North America Retail segment includes grocery stores, mass merchandisers, membership stores, natural food chains, drug, dollar and discount chains, convenience stores, and e-commerce grocery providers. The International segment refers to the retail and foodservice businesses outside of the US and Canada. The North America Pet segment includes pet food products sold in national pet superstore chains, e-commerce retailers, grocery stores, regional pet store chains, mass merchandisers, and veterinary clinics and hospitals. The North America Foodservice segment offers ready-to-eat cereals, snacks, refrigerated yogurt, frozen meals, unbaked and fully baked frozen dough products, baking mixes, and bakery flour. The company was founded by Cadwallader C. Washburn on June 20, 1928 and is headquartered in Minneapolis, MN.

General Mills, Inc.

General Mills is trending after slashing its fiscal 2026 outlook due to persistent consumer demand challenges and margin pressures, sparking significant sector-wide volatility. Investors are actively debating the company's long-term turnaround strategy amid concerns over input cost inflation, private-label competition, and shifting consumer preferences.

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 facing significant downward pressure as investors react to reports that Meta is planning to launch a cloud infrastructure business to monetize its own excess AI compute capacity. While many in the community argue that CoreWeaves long-term contracts provide a durable revenue buffer, others are concerned this signals a shift toward increased competition from hyperscalers that could threaten the neocloud business model.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as community members clash over its high short interest and volatility, with bulls highlighting strategic defense partnerships and a potential drone sector super-cycle. Meanwhile, bears point to aggressive share dilution and consistent technical weakness as evidence that the stock remains in a sustained downtrend.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is gaining attention as investors react to a strategic partnership with Walmart that integrates virtual urgent care and mental health services into a major retail ecosystem. The community is actively debating the stock's potential for a short squeeze, citing high short interest and institutional accumulation, while weighing its long-term prospects as a healthcare infrastructure play against ongoing concerns regarding operational profitability.

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Access-Power & Co., Inc. engages in developing an intelligent IoT pure electric bas model technology platform for various vehicles. The company was founded on October 10, 1996 and is headquartered in Sanford, FL.

Access-Power &amp Co 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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