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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs Q3 earnings report is the dominant focus, with traders debating whether a strong report and raised guidance can overcome elevated expectations amid a broader AI-stock pullback. Bulls point to continued AI growth, while bears warn that a beat may not be enough to prevent profit-taking or valuation pressure.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Attention centers on Zevras quarterly results and the pending CHMP re-examination of MIPLYFFA, with the FDAs follow-up on celiprolol also viewed as a potential catalyst. Traders see U.S. MIPLYFFA growth as a support, but debate whether European regulators will reverse their earlier negative opinion, while some express frustration with management and the stocks volatility.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Anticipation for QUILT-2.005 topline results on ANKTIVA plus BCG in BCG-naive bladder cancer dominates discussion, with traders debating whether the data will support broader first-line use after ANKTIVAs expanded bladder-cancer approval. Many are bullish on the potential commercial expansion and upcoming earnings, while others cite execution and competition concerns and blame short selling for recent weakness.

Agenus, Inc. is a clinical-stage company, which engages in the development and commercialization of technologies to treat cancers and infectious diseases. Its product pipeline includes Balstilimab, Zalifrelimab, AGEN1181, AGEN1327, AGEN2373, AGENt-797 and AGEN1777. The company was founded by Garo H. Armen and Pramod K. Srivastava on March 31, 1994 and is headquartered in Lexington, MA.

Agenus Inc

Agenuss BOT+BAL immunotherapy data presented at ESMO, including early neoadjuvant colon cancer responses and sarcoma activity, are driving discussion. Bulls view the findings as promising validation, while skeptics point to small, nonrandomized studies and ongoing concerns about execution and dilution.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results have focused attention on heavy AI infrastructure spending and its impact on cash flow, despite accelerating AWS growth that fell short of some investors expectations. Traders are split between worrying that the spending and financing burden may outweigh near-term returns and viewing the post-earnings selloff as an overreaction to strong cloud demand.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is caught in a semiconductor selloff as traders question whether hyperscalers massive AI spending will generate sufficient returns, with concerns about customer concentration and financing structures weighing on sentiment. Bulls counter that Anthropics filing and bank-backed financing for Broadcom equipment support future demand, while others see the deals guarantees as added risk.

ProShares Trust II - ProShares UltraShort Bloomberg Crude Oil -2x Shares

ProShares UltraShort Bloomberg Crude Oil

Traders are focused on SCO as a leveraged inverse-crude play, betting that oil could fall if Iran-related tensions ease and supply flows normalize, while others expect conflict and shipping disruptions to keep crude elevated. Many also complain that backwardation and daily-reset decay have caused SCO to lag oils declines, fueling debate over its tracking and suitability for longer holds.

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 under pressure after its latest earnings despite beating expectations and raising its outlook, as traders focus on slower cloud net-new ARR growth and cautious second-half guidance. Bulls view the pullback as profit-taking after a strong run and point to continued business growth, while skeptics argue high expectations and the guidance outlook warrant a lower valuation.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

A stronger-than-expected Q3 report and raised full-year outlook are supporting bullish attention, alongside Mercks Moderna-partnered melanoma vaccine meeting Phase 3 endpoints with Keytruda. Traders see potential oncology-platform value, but debate whether the results meet high expectations and how much upside the vaccine may add for Merck.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPaths sharp selloff following its earnings and Investor Day, alongside analyst downgrades and price-target cuts, is driving discussion; skeptics say growth and AI monetization still need to show up in results, while bulls see the companys agentic-AI orchestration strategy and cash position as undervalued.

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CDW Completes Acquisition of Lovelytics

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CDW Canadas AI Workplace Trends Report Finds Canadian Organizations Entering New Phase of AI Maturity as Agentic AI Gains Ground

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CDW Corp. engages in the provision of information technology solutions to small, medium, and large business, government, education, and healthcare customers. It operates through the following segments: Commercial, Government, and Education. The Commercial segment consists of corporate, financial services, and healthcare customers in the U.S. The Government segment includes federal, state, and local agencies in the U.S. The Education segment consists of primary, secondary, and higher education institutions in the U.S. The company was founded by Michael P. Krasny in 1984 and is headquartered in Vernon Hills, IL.

CDW Corp

CDW Stock Jumps Nearly 6% — Why Morgan Stanley Is Growing More Optimistic On This IT Play

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Neutral Sentiment

<ul class="summary-bullets"><li>Morgan Stanley upgraded CDW to ‘Overweight’ and raised its price target as well.</li><li>The firm reportedly says that while CDW has lagged peers, the “IT disruption” concerns are overstated, with positive estimate revisions expected to return in the second half of 2026.</li><li>A $1-billion share buyback, announced in late May, could provide additional upside for the stock, according to Morgan Stanley.</li></ul>Shares of CDW Corp (CDW) jumped nearly 6% in intraday trading on Tuesday after Morgan Stanley turned bullish on the hardware and software company. The bank said the stock is positioned to outperform after a period of relative underperformance and offers an attractive way for investors to gain exposure to the enterprise server market.At the time of writing, the <a href="https://stocktwits.com/symbol/CDW">CDW stock</a> was trading about 5.5% higher.<h2 class="st-heading-2">CDW Upgrade Backed By Strong Server Demand</h2>Morgan Stanley analyst Erik Woodring upgraded CDW to ‘Overweight’ from ‘Equal Weight,’ and raised its price target to $170 from $142, implying about 32% upside over the stock’s Monday closing price.The firm said enterprise server demand is “proving far more inelastic than expected” due to compute shortages, refresh activity, and growing AI-related infrastructure, according to TheFly. Morgan Stanley views CDW as one of the most attractive ways to play server demand upside.While CDW has been the “clear laggard of the group,” the bank said the “IT disruption” thesis is overstated, with positive estimate revisions expected to return in the second half of 2026.<h2 class="st-heading-2">CDW Valuation Seen As ‘Compelling Relative To Peers’</h2>Morgan Stanley said CDW’s “valuation remains compelling relative to peers.” The firm said the “IT disruption” thesis surrounding the company is overstated and that positive estimate revisions and a return to operating leverage in the second half of the year should help address those concerns, reported CNBC.CDW has faced pressure from concerns that rising inflation and broader artificial intelligence adoption could hurt growth. Weakness in software revenue has also weighed on profit margins, stated the CNBC report.Despite those challenges, Morgan Stanley said more than 20% of the company’s revenue has been driven by stronger-than-expected demand for servers, storage and networking products.Morgan Stanley also highlighted CDW’s incremental $1 billion share repurchase plan announced in late May, saying the buyback could provide additional upside for the stock.<h2 class="st-heading-2">CDW Stock: What Retail Says</h2>Stocktwits sentiment on CDW was ‘neutral.’ Over the past 30 days, message volume around the stock has risen by 200%.Morgan Stanley’s positive view aligns with broader Wall Street sentiment. According to Koyfin data, seven of the 10 analysts covering CDW rate the stock a ‘Buy’ or ‘Strong Buy.’Year-to-date, <a href="https://stocktwits.com/symbol/CDW">CDW shares</a> have fallen by over 8%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/meta-expands-299-smart-glasses-lineup-as-it-challenges-apple-s-ar-ambitions-stock-gains-nearly-1-5/cZKwBjiR7ar">META Expands $299 Smart Glasses Lineup As It Challenges Apple’s AR Ambitions — Stock Gains Nearly 1.5%</a>

CDW Corporation company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Shares of CDW Corp (CDW) jumped nearly 6% in intraday trading on Tuesday after Morgan Stanley turned bullish on the hardware and software company. 

The Wall Street bank says concerns around AI disruption and weak software sales have created an attractive entry point in CDW.

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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.

Current Price	$153.79
Prev Close	$165.20
Open	$156.19
Dividend Yield	1.84%
50-Day Moving Average	$147.08
Beta	0.99
Avg. Volume	1.53M
PE Ratio	18.49

52-Week High	$166.15
52-Week Low	$97.12
Market Capitalization	$19.23B
EPS (Annual)	$8.07
Price to Book	7.89
Revenue Per Employee	$1.52M

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