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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 trending as investors digest a $1 billion credit facility and anticipate upcoming earnings, with the community actively debating whether the company can maintain its streak of beating guidance. Bullish sentiment remains high among those focused on long-term AI-driven data expansion and platform adoption, while short-term traders are bracing for volatility following recent earnings-related market confusion.

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.

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 shares are facing volatility as the market reacts to aggressive capital expenditure plans that significantly exceeded analyst expectations, despite the company reporting record data center revenue and earnings growth. The community remains deeply divided, with bulls pointing to the company's long-term AI infrastructure roadmap and reiterated analyst price targets, while bears highlight concerns over valuation multiples and potential competitive headwinds in the data center market.

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 shares rally on the back of strong earnings, raised full-year guidance, and growing optimism regarding the impact of AI on the company's ad-tech platform. The community is actively debating the potential for further momentum as investors focus on the company's expanding market share and the ongoing impact of regulatory changes in the mobile app distribution space.

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 selling pressure amid concerns over robotaxi competition and reports that its key autonomous vehicle partner, Waymo, may eventually move to an independent model. While some investors see the current price as a buying opportunity based on strong free cash flow and a massive share buyback program, others are reacting to the lack of clear forward momentum and ongoing volatility in the ride-hailing sector.

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 currently in the spotlight following a robust earnings report that beat revenue and EPS expectations, signaling a potential shift in market sentiment toward quality software leadership. While bulls are encouraged by strong GMV growth and the stock's role as an e-commerce infrastructure powerhouse, some investors remain cautious, focusing on gross margin compression, rising credit losses, and the impact of significant cash expenditure on share buybacks.

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 monitor ongoing legal battles with Novo Nordisk over GLP-1 marketing claims alongside speculation about its latest acquisitions in the psychedelic medicine sector. The community remains divided between long-term confidence in the company's dominant GLP-1 revenue growth and concerns regarding valuation as the market scrutinizes prescription data and sector rotation.

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 intense downward pressure and volatility as investors react to heavy AI-focused capital expenditures alongside concerns over a massive influx of insider shares becoming eligible for trading. The community remains deeply divided, with bears emphasizing the risks of dilution and potential insider selling, while bulls view current price levels as a long-term accumulation opportunity despite the broader market's cautious sentiment regarding the company's profitability.

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 it rides a wave of strong institutional demand for AI-driven data center infrastructure, with investors closely watching the company's ability to maintain its growth trajectory amid a shifting hyperscaler spending environment. Community sentiment is largely focused on the stock's role as a critical networking backbone for AI clusters, with traders monitoring for breakout potential above key psychological resistance levels following recent analyst price target increases.

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 trending due to a powerful earnings beat and strong forward guidance, which has spurred significant analyst price target hikes and active community debate regarding its valuation. Traders are closely watching key technical support levels to see if the stock can sustain its momentum or if it will experience a correction following its rapid recent ascent.

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Brookline Bancorp (BRKL) Q2 Earnings Match Estimates

Brookline (BRKL) delivered earnings and revenue surprises of 0.00% and -1.91%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

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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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