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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals fiscal first-quarter results sharply beat expectations, and managements plans to bring more data-center capacity online fueled optimism about AI infrastructure growth. Traders were divided as the shares fell despite the strong report: bulls pointed to execution and potential short covering, while skeptics focused on heavy debt, interest costs, and how much revenue came from lumpy tenant fit-out work rather than recurring rent.

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

A reported Goldman Sachs upgrade to Buy, alongside bullish analyst commentary on Palantirs AI demand, is fueling optimism as shares approach a key resistance level. Traders are debating whether momentum can break through, while skeptics point to the stocks stretched valuation and repeated rejections near resistance.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCos quarterly results beat expectations on revenue and earnings, but its reduced full-year core EPS growth outlookamid higher costs and persistent North American demand concernshas kept attention on the stock. Traders are split between viewing the prolonged selloff as an oversold value and dividend opportunity and seeing the guidance cut as evidence that its turnaround remains difficult.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCIs rebound has traders focused on a technical breakout and the possibility of a short squeeze, with bullish posts pointing to AI-server demand and momentum while skeptics warn the gains could fade. Speculation about a SpaceX deal is also circulating, but traders dispute it and no deal is confirmed.

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

SPY is drawing attention as rising Treasury yields, higher oil prices tied to Iran tensions, and hawkish Fed signals fuel concerns about tighter policy and equity valuations. Traders are split between dip buyers expecting the market to rebound and bears warning of a correction, with some pointing to narrow AI-led gains and weak market breadth.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeeds conditional long-term financing commitment from the Department of War is driving attention, with traders discussing its potential to ease financing pressure and fuel a short squeeze. Others caution that the deal is not finalized and could involve dilution, so its benefits remain uncertain amid the companys financial challenges.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is under pressure after RBC cut its price target, citing persistently weak residential roofing demand and elevated distributor inventories amid a soft housing and construction backdrop. Traders are divided between viewing the selloff as an opportunity to accumulate and worrying that macro headwinds, leverage, and acquisition integration could prolong the decline.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

Ryan Cohens recent interview and reported insider purchases have traders looking for a concrete business update, but many were disappointed by the lack of specific announcements. Discussion also centers on approaching warrant expiration: bulls expect further action or an extension, while bears question the outlook amid price weakness and uncertainty over the warrants.

Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Verastem Inc

New RAMP 201 analyses of Verastems avutometinib/defactinib combination in recurrent low-grade serous ovarian cancer are drawing attention, particularly findings in KRAS wild-type patients that traders see as potentially broadening the treatment opportunity. The community is also watching the planned VS-7375 update across pancreatic, lung and colorectal cancers, while debating whether encouraging developments will translate into stronger share performance.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemons continued slide and fresh lows dominate discussion, with traders divided between seeing a deep-value opportunity and fearing further weakness from soft growth, competition, and declining brand relevance. The leadership overhaul is viewed by some as a potential turnaround step, while Michael Burrys reported exit has added to debate over whether the selloff is nearing a bottom.

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Alchemy Labs Inc.

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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