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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 experiencing a significant surge in momentum following a triple earnings beat and upwardly revised guidance that signaled stronger operating leverage and enterprise adoption. Investors are now closely watching the stock for a potential short squeeze, fueled by high short interest and anticipation surrounding the upcoming LivePerson acquisition.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is currently the focus of intense market attention as investors brace for a massive share unlock, with nearly one billion insider and employee shares becoming eligible for sale. The community remains deeply divided, with bulls viewing the potential dip as a long-term accumulation opportunity while bears highlight concerns over significant dilution and the company's high valuation relative to its current cash flow.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant volatility and renewed investor attention, fueled by its aggressive expansion in AI cloud infrastructure and new large-scale federal partnerships. While the community is sharply divided between those betting on a major short squeeze and those concerned about the company's long-term debt burden and valuation, bullish sentiment has surged following positive momentum from peer AI leaders.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending due to the official closing of its SkyWater Technology acquisition, a strategic milestone that enhances the company's vertically integrated hardware capabilities. Investors are actively discussing the stock's future potential ahead of upcoming earnings, with community sentiment split between excitement over government contract momentum and concerns regarding the dilution impact of recent M&A activity.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is seeing intense debate as investors weigh strong brand loyalty and long-term growth potential against significant short interest and margin pressures ahead of the upcoming earnings report. The community remains polarized, with many betting on a massive short squeeze while others express caution regarding the company's valuation and competitive landscape.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin shares plummeted following mixed second-quarter results and guidance that fell short of aggressive investor expectations, sparking an intense debate among community members over whether the stock is a deep-value opportunity or fundamentally overpriced. While many investors are actively buying the dip to capitalize on what they perceive as an overreaction, skeptics are highlighting concerns regarding slowing growth and the potential for multiple compression in an increasingly competitive AI-advertising landscape.

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 a primary focus for investors following its confirmed acquisition of AtaiBeckley for $2.8 billion, a move that signals a major expansion into psychedelic medicine and neuroscience. The community is actively debating the premium value of the deal, its implications for industry competitors, and how the move strengthens the company's long-term pipeline beyond its dominant GLP-1 weight-loss franchise.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is gaining traction after a major institutional stake disclosure, with investors eagerly anticipating earnings and watching for momentum builds in the defense-tech sector. The community is actively debating the stock's valuation relative to its massive contract backlog and strategic role in space infrastructure, with many looking for a catalyst to drive a potential short squeeze.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending as investors weigh strong commercial bookings and potential long-term growth against concerns over earnings visibility and sector-wide volatility. The community remains divided, with bulls highlighting the company's enterprise pipeline and technical milestones, while bears point to persistent net losses and significant downward pressure on the stock.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing intense investor volatility as traders grapple with strong quarterly results, including record revenue growth and a significant expansion of its share buyback program, against concerns over future guidance. The community is sharply divided, with bulls pointing to the company's massive contract backlogs and capital returns as justification for further upside, while bears argue that cyclical sector headwinds and high expectations have left the stock overvalued.

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DigitalBridge Reports Second Quarter 2026 Financial Results

DigitalBridge Group, Inc. ("DigitalBridge" or the "Company") (NYSE: DBRG), a leading global alternative asset manager dedicated to investing in digital infrastructure, today announced its financial results for the second quarter ended June 30, 2026. In light of the proposed transaction with...

DigitalBridge to Report Second Quarter 2026 Financial Results

DigitalBridge Group, Inc. ("DigitalBridge" or the "Company") (NYSE: DBRG), a leading global alternative asset manager dedicated to investing in digital infrastructure, today announced that it will report its financial results for the second quarter ended June 30, 2026, on Tuesday, August 4, 2026...

DigitalBridge and JEXI Announce Formation of Nippon Gateway Infrastructure, a New Data Center Platform in Japan

DigitalBridge Group, Inc. (NYSE: DBRG) ("DigitalBridge"), a leading global investor in digital infrastructure, and Japan Extensive Infrastructure, Limited ("JEXI") today announced the formation by their respective affiliates of Nippon Gateway Infrastructure ("NGI"), a new colocation data center...

DigitalBridge Expands Leadership Team with Appointments of Brent Mayo and Nicholas Beatty

DigitalBridge Group, Inc. (NYSE: DBRG) (DigitalBridge or the Company), a leading global alternative asset manager dedicated to investing in digital infrastructure, today announced the appointments of Brent Mayo as Managing Director, Investment Management focused on Data Centers, and Nicholas Beatty...

DigitalBridge Group's Series I Preferred Stock Shares Cross 12% Yield Mark

In trading on Tuesday, shares of DigitalBridge Group Inc's 7.15% Series I Cumulative Redeemable Perpetual Preferred Stock (Symbol: DBRG.PRI) were yielding above the 12% mark based on its quarterly dividend (annualized to $1.7875), with shares changing hands as low as $14.28 on...

DigitalBridge and ArcLight Announce Strategic Combination to Form a Leading Alternative Asset Manager at the Convergence of Power, AI, and Digital Infrastructure

DigitalBridge Group, Inc. (NYSE: DBRG) ("DigitalBridge"), a leading global alternative asset manager dedicated to digital infrastructure, today announced that it has entered into a definitive agreement to acquire ArcLight Capital Partners, LLC ("ArcLight"), one of North America's leading specialist...

Aberdeen Investments and DigitalBridge Acquire Equans Infra & Mobility, B.V.

A vehicle controlled by DigitalBridge Group, Inc. (NYSE: DBRG) (DigitalBridge) and Aberdeen Investments has acquired Equans asset-based e-mobility activities in the Netherlands. The business specialises in delivering reliable, scalable, and sustainable e-mobility infrastructure. As part of the...

DigitalBridge Announces Closing of $400 Million of Securitized Notes

DigitalBridge Group, Inc. (NYSE: DBRG) (DigitalBridge or the Company) today announced the closing of two securitized financing note issuances totaling $400 million. Two of its subsidiaries...

DigitalBridge Group (NYSE:DBRG) Hits New 52-Week High  - Time to Buy?

DigitalBridge Group (NYSE:DBRG) Hits New 52-Week High - Here's What Happened...

DigitalBridge Prices $300 Million Financing Facility, to Repay Outstanding Series 2021-1 Notes

DigitalBridge Group, Inc. (NYSE: DBRG) (the Company) today announced two of its subsidiaries, DigitalBridge Issuer, LLC and DigitalBridge Co-Issuer, LLC (together, the Co-Issuers) have priced an...

DigitalBridge Group, Inc. is a global alternative asset manager, which engages in investing in digital infrastructure. The firm focuses on operating businesses across the digital ecosystem, including cell towers, data centers, fiber, small cells, and edge infrastructure. It operates through the following segments: Investment Management, Operating, and Corporate and Other. The Investment Management segment represents the global investment management platform, deploying, and managing capital on behalf of a diverse base of global institutional investors. The Operating segment refers to the digital infrastructure and real estate operating companies, which generally earn rental income from providing use of digital asset space and capacity through leases, services, and other agreements. The Corporate and Other segment includes investment and corporate level activities. The company was founded in 1991 and is headquartered in Boca Raton, FL.

DigitalBridge Group Inc - Ordinary Shares - Class A

Digital Bridge Buyout Price Should Have Been Up To 25% Higher Per Share, Says Wells Fargo

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Bearish Sentiment

Hold rates steady

Cut 25 bps

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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? 
 
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