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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.

GTA VI gameplay and possible full-game leaks are driving attention and a sharp selloff, with traders speculating about a delay, unfinished performance, or piracy impact. Others argue the footage is outdated and that the leak-driven weakness is a buying opportunity ahead of the planned launch and Netflix preview.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Anticipation of Teslas Cybercab/robotaxi event is driving attention, with traders focusing on reported unsupervised Cybercab testing and the prospect of broader autonomous-ride deployment. Bullish traders expect the event to support momentum, while skeptics view the rally as hype and question Teslas valuation, execution, and ability to monetize autonomy.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

Hawkish Federal Reserve commentary and increased expectations for future rate hikes are driving a broad fintech selloff and renewed concern about SoFis interest-rate sensitivity. Bulls counter that managements guidance already accounts for multiple hikes and view the decline as a buying opportunity, while bears argue higher rates could pressure growth and keep the stock range-bound.

Corvex, Inc. is an AI cloud computing company, which specializes in GPU-accelerated infrastructure for AI workloads. Its products include GPU Clusters, Confidential Computing, Inference as a Service and GPU Node. The firm offers solutions include AI model builders, enterprises, federal and sovereign solutions. The company was founded by Seth Mitchell Demsey, Jay Crystal on October 21, 2024 and is headquartered in Arlington, VA.

Corvex Inc.

Movano Inc

Attention is centered on Corvexs multi-year agreement to provide NVIDIA Blackwell GPU clusters to an AI infrastructure customer, reinforcing the companys shift from Movanos wearable-health business toward AI data-center infrastructure. Traders are broadly bullish on the NVIDIA-related catalyst and perceived low float, while skeptics cite the discounted private placement, dilution risk, and execution uncertainty, fueling a volatile long-versus-short squeeze debate.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets prolonged selloff is being debated primarily around heavy AI infrastructure spending and an abrupt halt in share buybacks, with traders questioning whether the investment will generate near-term returns. Bears also cite intensifying competition from OpenAI, Anthropic and Meta, while bulls point to Alphabets valuation, Cloud and TPU growth, and the expanded Marvell partnership as reasons the weakness may be overdone.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

A strong fiscal Q4 beat, solid GMV growth and upbeat FY outlookreinforced by multiple analyst upgradeshave drawn attention to AFRM. Traders are divided after the initial surge gave way to a sharp reversal, attributing the selloff to profit-taking, options positioning and hawkish macro conditions, while bulls view the fundamentals as intact and the pullback as temporary.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets persistent underperformance and range-bound decline are driving attention, with traders debating whether heavy AI infrastructure spending and reduced buybacks are weighing on free cash flow, alongside regulatory and competitive pressures. Bulls view the weakness as an accumulation opportunity, while bears cite weakening technicals and unresolved AI execution risks.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Positive Phase 3 SHASTA-3 and SHASTA-4 results for plozasiran in severe hypertriglyceridemia are driving attention, with the studies meeting primary and secondary endpoints and reducing acute pancreatitis events. Traders broadly view the data as strengthening REDEMPLOs potential for a broader indication, while debate centers on the stocks pullback despite the results, including sell-the-news activity, competition, and valuation concerns.

Seeker is building a decentralized mobile ecosystem designed to challenge entrenched mobile incumbents through its TEEPin network architecture and community governance. It aims to solve the pain points of centralized app store gatekeeping, lack of developer freedom, and restricted user access to crypto applications. The vision is to create a community-owned platform with decentralized governance, no gatekeepers, direct developer-user access, and TEEPin security architecture.

Seeker

A sharp rally in Seeker (SKR) is being tied by traders to new exchange listings, particularly Upbit in South Korea and Coinbase/Crypto.com, alongside renewed interest in its Solana Mobile phone-token utility and airdrop. Sentiment is largely bullish and driven by volume and FOMO, though some traders warn of pump-and-dump behavior, high volatility, and profit-taking around staking unlocks.

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

GameStops amended convertible-note exchange, which caps the stock portion and uses cash to avoid further dilution, is driving attention alongside preliminary Q2 commentary showing sharply improved operating profitability despite weaker sales. Traders are split between bullish expectations for buybacks, short covering and a squeeze, and skepticism over declining retail revenue, warrants and the companys strategy.

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Alpex Acquisition Corp. operates as 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 on January 5, 2026 and is headquartered in Wilmington, DE.

Alpex Acquisition Corp. - Ordinary Shares - Class A

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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