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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 as investors react positively to reports of a new cloud-computing initiative designed to monetize the company's excess AI compute capacity. While community sentiment is divided, with some expressing skepticism regarding Meta's strategic pivot and capital efficiency, others view this as a potential revenue-generating shift that could improve long-term margins and ROI.

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.

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.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is experiencing significant volatility and trading momentum as investors pivot their focus toward the company's expanding oncology pipeline and the upcoming FDA advisory committee vote on its mRNA-based influenza vaccine. Community sentiment remains deeply divided, with bulls highlighting the platform's long-term diversification strategy while bears focus on regulatory hurdles, high short interest, and ongoing debates regarding mRNA technology.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is generating intense debate among retail investors, fueled by a high short interest and anticipation that the stock is positioned for a significant short squeeze. The community is actively discussing the company's expansion into enterprise voice AI, while debating whether current technical patterns signal a bottom or continued downside volatility.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is facing significant volatility driven by heavy concentration in South Korean memory giants and ongoing concerns regarding regional market instability and antitrust scrutiny. While investors remain focused on the long-term structural tailwinds of the memory supercycle and upcoming listing events, the stock is experiencing intense selling pressure as traders grapple with profit-taking and sentiment shifts in the broader semiconductor sector.

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.

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 downward following reports that Meta plans to monetize its excess AI compute capacity, sparking investor concerns over potential long-term competition and supply-side pressures for independent GPU cloud providers. While the community is debating whether this news represents a genuine structural shift or a temporary market overreaction to headline-driven fear, active discussions are centered on the durability of existing hyperscaler contracts and the technical significance of current support levels.

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, margin pressures, and the impact of input inflation. This significant guidance cut has triggered a sector-wide selloff, leading to intense community debate regarding the company's long-term turnaround strategy and the reliability of its dividend amidst ongoing volatility.

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.

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Arno Therapeutics, Inc. is a biopharmaceutical company, which focuses on the clinical development of targeted cancer therapies and novel drug candidates for unmet medical needs. The company was founded in March 2000 and is headquartered in Tualatin, OR.

Arno Therapeutics 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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