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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

Palantir Technologies is experiencing heightened volatility and intense community debate as investors brace for the upcoming earnings report, with sentiment split between believers in the company's long-term AI-driven growth and skeptics concerned about its valuation. The discussion is heavily centered on whether the company can maintain its rapid commercial expansion and revenue acceleration, which has become a focal point for traders navigating market rotation and high-stakes speculative positions.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is experiencing heightened volatility and intense retail discussion as investors debate the impact of recent margin pressure and institutional short interest ahead of the upcoming earnings release. The community remains deeply divided, with bulls highlighting strong brand loyalty and long-term growth potential, while bears focus on competitive dynamics and cooling revenue metrics.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is trending due to renewed geopolitical volatility in the Middle East, with investors reacting to reports of fresh military strikes and escalating tensions that are fueling supply uncertainty. The community is actively debating the reliability of diplomatic signals, the potential for a structural supply squeeze, and the impact of headline-driven volatility on broader market sentiment.

Bristol Myers Squibb Co. engages in the discovery, development, licensing, manufacture, marketing, distribution, and sale of biopharmaceutical products. It offers small molecules, products produced from biological processes called biologics, and chimeric antigen receptor (CAR-T) cell therapies. The company was founded in August 1933 and is headquartered in Princeton, NJ.

Bristol-Myers Squibb Co.

Bristol-Myers Squibb is seeing significant market momentum driven by a strong pipeline update regarding the Phase 3 SCOUT-HCM trial for Camzyos and ongoing investor optimism surrounding its oncology portfolio. The community is actively discussing the company's potential for growth through strategic collaborations and its role as a steady dividend compounder, while weighing these prospects against long-term patent cliff challenges.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Walt Disney Co is drawing significant attention as investors monitor its box office momentum from recent major releases, with the community actively debating the potential for streaming profitability and long-term valuation shifts. Discussions remain split between those anticipating a major turnaround through strategic media asset adjustments and those concerned by persistent stock performance challenges.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is trending following the OCC's final approval for the company to establish a federally regulated national trust bank, a major regulatory milestone that has sparked excitement regarding its role in digital asset custody and infrastructure. The community remains divided, however, as many traders are actively debating whether this news justifies a sustained rally or if the stock remains susceptible to aggressive short-selling and ongoing market volatility.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Churchill Capital Corp XI - Ordinary Shares - Class A

Churchill Capital Corp XI is gaining significant momentum as investors position themselves for its upcoming merger with Agility Robotics, a company actively deploying humanoid robots in major commercial settings. Community discussion is centered on the stock's role as a rare public-market pure play in the robotics sector, with retail and institutional investors tracking its strategic ties to industry giants and the potential for a long-term humanoid robotics supercycle.

Nuvation Bio, Inc. is a biopharmaceutical company tackling some of the unmet needs in oncology by developing differentiated and novel therapeutic candidates. Its proprietary portfolio includes six novel and mechanistically distinct oncology therapeutic product candidates, each targeting some of the most difficult-to-treat types of cancer. The company was founded by David Hung on March 20, 2018 and is headquartered in New York, NY.

Nuvation Bio Inc - Ordinary Shares - Class A

Nuvation Bio is trending as investors focus on the strong clinical durability of Ibtrozi in ROS1-positive lung cancer and the company's strategic expansion into IDH1-mutant glioma with safusidenib. The community is actively discussing the potential for a high-value acquisition, with many highlighting CEO David Hung's successful track record and the company's robust balance sheet as key indicators of long-term upside.

REalloys, Inc. is engaged in the rebuilding of domestic supply chain resilience for rare earth elements and magnets. It is involved in recycling, mining, oxide production, metallization, alloying, and magnet manufacturing. The company was founded on October 4, 2011 and is headquartered in Boca Raton, FL.

REalloys Inc.

REalloys Inc. is seeing intense investor activity as it positions itself to capitalize on the 2027 U.S. defense mandate for domestic rare earth processing, fueled by a landmark partnership with the U.S. Army. The community remains deeply divided, with bulls pointing to the company's critical role in securing the domestic supply chain against reliance on China, while skeptics focus on its current financial losses and the volatility associated with its small-cap valuation.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is seeing intense community focus as investors anticipate imminent Phase 3 IZAR-1 trial results, with sentiment heavily influenced by the CEO's 'about a month' guidance timeline. Shareholders are actively debating the timing of this data release and its potential to act as a definitive catalyst for a strategic buyout, while simultaneously watching for institutional accumulation despite recent insider share sales.

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BABA Stock At Near Two-Month Highs — Kimi AI's Moonshot Reportedly Has A Power Agreement With Alibaba For 20K Nvidia Chips

Equity

AI startup Moonshot has built its flagship model using a massive cluster of Nvidia chips leased from backer Alibaba Group Holding Ltd. 

OpenAI Explains Why It's Slashing AI Prices — Michael Burry Says The 'Real News' Is Preparation For DeepSeek's New V4 Models

OpenAI argued that AI infrastructure is valuable not because of its scale, but because it enables more capable intelligence at a lower cost.

Tom Lee Says AI 'Bottleneck' Stocks Like MU Could Stabilize After Fed Decision — 'A Lot Of Fear Is Baked Into The Prices Of These Stocks'

Lee argued that the Fed’s policy announcement itself could remove a layer of uncertainty that has weighed on markets in recent weeks.

NVDA, AVGO’s AI Backstops Have One Analyst Worried — Michael Burry Says There’s A Reason Nvidia’s 5Y CDS Are Going ‘Parabolic’

During an interview with CNBC, Wolfe Research analyst Chris Caso expressed concern that this backstop strategy creates liabilities that leave him “less comfortable.”

China's Moonshot Reportedly Seeks Access To More NVDA Blackwell Chips A Week After Trump Official Flagged Export Control Breach

According to a report by The Information, Moonshot is planning a significantly larger successor to its recently launched Kimi K3 model.


Why Is ASML Stock Falling Today?

According to a report by The Information, a Chinese state-backed firm has started producing one of the semiconductor industry's most critical manufacturing tools and plans to deliver the systems to domestic chipmakers.


'The Big Short' Investor Steve Eisman Warns Markets Will Go 'Straight Down' If Any Hyperscaler Cuts Capex

During an interview with CNBC, Eisman said it is questionable whether any frontier model developers have moats around their businesses.

SMCI Stock Soars To One-Month High On Margin Beat, $60B Order Book — But One Analyst Remains ‘Uncomfortable’ 

Wall Street broadly welcomed Super Micro's preliminary update, with Barclays, Rosenblatt and Northland all raising price targets.

Trump Administration Commits Over $5B To Genesis Mission Targeting Cancer, Chips, And Quantum Computing

The Genesis Mission brings together more than 15 federal agencies, combining research funding, scientific datasets, supercomputing resources, and AI infrastructure to accelerate scientific discovery.


Nvidia CEO Jensen Huang Says US Companies Should 'Absolutely' Use Chinese AI Models Despite Bessent’s Sanctions Warning

During an interview with Axios, Huang downplayed fears regarding open-source AI models from China, instead saying that the concern should be regarding the campaign to ban them.


Global X Funds - Global X Artificial Intelligence & Technology ETF

Extremely Bearish 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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