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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing heavy community chatter following its quarterly report, which showed strong AI Cloud revenue growth and a new multi-year contract with a frontier AI lab alongside large facility buildout plans.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending as investors digest its earnings report and raised multi-year outlook against the backdrop of broader AI sector momentum.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Social media users are heavily debating political developments, trade tensions, and executive actions involving President Trump, while expressing strong partisan opinions on government leadership and the economy.

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

Affirm Holdings is surging as investors buzz over a massive fourth-quarter earnings and revenue beat alongside strong forward guidance.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is experiencing significant market debate as strong quarterly earnings and raised guidance clash with an after-hours stock sell-off. Community discussions center on whether the drop is driven by technical profit-taking, high stock-based compensation, or broader market volatility in the cybersecurity sector.

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday shares are trading higher following an earnings and revenue beat alongside an increased full-year margin outlook, though the community remains heavily focused on potential private equity buyout rumors and ongoing debate over AI demand in the software sector.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trading higher alongside strong sector momentum, with the community actively discussing attractive AI security positioning, potential acquisition interest, and its low valuation relative to industry peers.

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.

Take-Two Interactive is trading in a tight range as the community actively discusses the massive anticipation and record-breaking pre-order projections surrounding the upcoming launch of Grand Theft Auto VI.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

The community is actively discussing McDonald's recent earnings report, tracking mixed U.S. same-store sales alongside executive leadership changes and broader consumer spending pressures.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as the community actively discusses its QNX software expansion into robotics and physical AI, alongside ongoing debate over recent market volatility and management execution.

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Bicara Therapeutics Analysts Raise Their Forecasts After Q2 Results

Bicara Therapeutics (BCAX) reported a narrower-than-expected loss in Q2. Analysts raised price targets, but shares dipped 14.3% to $23.76. #BCAX #earningsread more...

Bicara Therapeutics Inc. Common Stock Q2 2026 Earnings Call Summary

Bicara Therapeutics Inc. Common Stock Q2 2026 Earnings Call Summary...

What Does the Bicara Therapeutics CEO's Sale of 15,000 Shares Mean for Investors?

Key PointsCEO Claire Mazumdar sold 15,000 shares for a transaction value of approximately ~$301,000, based on a weighted average price of around $20.04 per share on May 18, 2026...

Bicara Therapeutics (BCAX) Expected to Announce Quarterly Earnings on Tuesday

Bicara Therapeutics (NASDAQ:BCAX) will be releasing its Q1 2026 earnings before the market opens on Tuesday, May 12. (View Earnings Report at...

Bicara Therapeutics Chief Medical Officer Sells 5,500 Shares for $126,000

Key PointsCMO David Raben sold 5,500 shares of common stock for a transaction value of $126,000 on April 27...

Insider Selling: Bicara Therapeutics (NASDAQ:BCAX) Insider Sells 5,500 Shares of Stock

Bicara Therapeutics Inc. (NASDAQ:BCAX - Get Free Report) insider David Raben sold 5,500 shares of the stock in a transaction dated Monday, April 27th. The stock was sold at an average price of...

Ivan Hyep Sells 9,200 Shares of Bicara Therapeutics (NASDAQ:BCAX) Stock

Bicara Therapeutics Inc. (NASDAQ:BCAX - Get Free Report) CFO Ivan Hyep sold 9,200 shares of the company's stock in a transaction that occurred on Tuesday, April 21st. The shares were sold at an...

Insider Selling: Bicara Therapeutics (NASDAQ:BCAX) CFO Sells 9,200 Shares of Stock

Insider Selling: Bicara Therapeutics (NASDAQ:BCAX) CEO Sells 15,000 Shares of Stock

Bicara Therapeutics Inc. (NASDAQ:BCAX - Get Free Report) CEO Claire Mazumdar sold 15,000 shares of the business's stock in a transaction on Monday, April 20th. The stock was sold at an average price...

Bicara Therapeutics (NASDAQ:BCAX) CEO Claire Mazumdar Sells 15,000 Shares

Bicara Therapeutics Inc. (NASDAQ:BCAX - Get Free Report) CEO Claire Mazumdar sold 15,000 shares of the business's stock in a transaction dated Monday, April 20th. The shares were sold at an average...

Bicara Therapeutics, Inc. is a clinical-stage biotechnology company and develops biologics engineered to combine the precision of well validated, tumor-targeting antibodies with the power of tumor microenvironment modulators. The company’s bi-functional antibodies are designed to deliver an immunomodulatory payload directly to the tumor microenvironment to ramp up immune cell activity, offering the potential for synergistic therapeutic impact at the site of the tumor. Its products include BCA101, a first-in-class EGFR/TGF-ß-trap bifunctional antibody in clinical development for multiple tumor types. The company was founded on December 12, 2018 and is headquartered in Boston, MA.

Bicara Therapeutics Inc.

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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