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Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is currently capturing significant investor attention as traders position themselves ahead of upcoming earnings, with sentiment bolstered by its strong track record of beating and raising guidance and recent strategic partnerships. Community members are actively debating the stock's long-term valuation versus short-term volatility, with many optimistic about the company's AI infrastructure potential and institutional support.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine is trending as community members highlight a significant breakout, with investors pointing toward strong institutional buying, a potential rerating of the stock, and optimism regarding mobile advertising and AI-driven growth strategies. Traders are actively discussing the stock's impressive technical momentum and anticipating a potential move toward higher price levels as the company continues to gain traction.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Investors are closely watching GLD as the precious metal navigates complex geopolitical tensions, fluctuating bond yields, and ongoing speculation regarding Federal Reserve policy. The community is actively debating whether gold is positioned for a breakout as a safe-haven asset or if it remains vulnerable to persistent liquidity pressure and shifts in global monetary strategies.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is experiencing significant downward pressure following reports that Waymo is exploring an independent path for its robotaxi operations, fueling investor anxiety over long-term autonomous strategy. Despite these concerns and ongoing market volatility, the community remains divided between those calling the stock dead money and those viewing the current price as a generational buying opportunity for a strong, cash-generating business.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending as investors react to a beat in quarterly estimates alongside significant AI infrastructure investments that are currently weighing on gross margins. Community sentiment remains split between optimism for long-term growth driven by agentic commerce tools and concerns over high valuation multiples and recent cash depletion from aggressive share buybacks.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is seeing significant volatility following its latest earnings report, where a robust revenue beat and strong data center growth were overshadowed by investor concerns over elevated capital expenditure and competitive narratives. While the community remains deeply divided, with many debating the stock's valuation and long-term AI potential, bullish investors are highlighting consistent execution and positive analyst revisions, while bears continue to point to the stock's high valuation and intense competition within the semiconductor space.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is facing significant volatility as investors weigh the company's massive capital expenditures in AI against the upcoming expiration of an insider lock-up period that will flood the market with nearly a billion shares. The community remains deeply divided, with many debating whether the massive influx of supply and aggressive spending are already priced in or if the stock is headed for a sharp correction toward its IPO price.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending as investors digest a strong earnings beat and dividend-raised guidance, while the community continues to analyze the company's competitive position in the GLP-1 weight-loss market. Discussions are centered on the firm's accelerating revenue growth and its aggressive expansion through strategic acquisitions despite ongoing market-wide volatility.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is trending as investors react to a strong quarterly earnings report that beat expectations, prompting multiple analysts to raise their price targets. The community is actively discussing the company's critical role in the AI networking infrastructure buildout and debating the stock's recent price volatility following the record-setting financial results.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is seeing significant momentum as it joins the Nasdaq-100 and receives analyst price target upgrades, fueling optimism around its critical role in AI infrastructure. While the community is actively debating the stock's high valuation and potential customer concentration risks, investors are closely watching its record-breaking revenue growth as it continues to gain traction in the high-speed connectivity market.

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Black Spade Acquisition III Co. is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or assets. The company was founded on August 21, 2025 and is headquartered in Hong Kong.

Black Spade Acquisition III Co - Warrants (01/01/9999)

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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