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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is facing significant volatility as investors react to reports of Meta potentially commercializing its excess AI compute capacity. While bears worry about increased competition and potential oversupply, bulls maintain that AI infrastructure demand remains structurally constrained and that existing long-term contracts secure the company's growth trajectory.

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 facing intense selling pressure and negative sentiment due to concerns over management's capital allocation and a lack of major contract announcements, despite recent positive technical validation from Nvidia. The stock is also being dragged down by broader sector de-risking as investors weigh reports that hyperscalers may look to monetize their own excess compute capacity.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant volatility following reports that Meta is planning to commercialize its own excess AI compute capacity, which investors fear could increase market supply and squeeze margins for specialized cloud providers. While the community is debating whether this signals a fundamental shift in hyperscaler demand or is merely a strategic monetization of assets, many investors are focused on CoreWeave's ironclad, long-term contracts as a potential buffer against this competitive threat.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing significant volatility driven by broader semiconductor sector rotation and investor concerns regarding AI oversupply, particularly following reports of competitors seeking to monetize excess compute capacity. While many investors are panicking over the sharp correction, others view the pullback as a necessary consolidation and a prime accumulation opportunity, citing Micron's robust long-term contracts and fundamental positioning in the high-demand memory market.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is rallying as reports of a potential cloud division to monetize excess AI compute spark investor optimism, re-framing the company's aggressive capital expenditures as a strategic pathway to revenue rather than a pure cost burden. While some community members worry about overcapacity and competitive pressure on smaller neocloud providers, many active traders are focused on the stock's bullish momentum and the potential for a long-term re-rating as a hybrid AI-infrastructure powerhouse.

Anthropic

Anthropic is currently trending as investors focus on its momentum toward a potential IPO and its competitive positioning against other industry leaders in the AI sector. Community discussions are heavily centered on its recent regulatory interactions, major infrastructure partnerships, and the startup's rapid revenue growth, which have intensified debates over its long-term valuation and future market impact.

Coupang, Inc. engages in the provision of retail, restaurant delivery, video streaming, and fintech services to customers around the world under brands that include Coupang, Coupang Eats, Coupang Play, and Farfetch. It operates through the Product Commerce and Developing Offerings segments. The Product Commerce segment consists of the company's core retail and marketplace offerings and Rocket Fresh, its fresh grocery category offering. It also includes advertising products associated with these offerings. The Developing Offerings segment covers the company's more nascent offerings and services including: Coupang Eats, a restaurant ordering and delivery service in Korea, Coupang Play, an online content streaming service in Korea, fintech services, retail operations in Taiwan, as well as advertising products associated with these offerings. It also includes Farfetch, a global luxury fashion marketplace. The company was founded by Bom Kim in 2010 and is headquartered in Seattle, WA.

Coupang Inc - Ordinary Shares - Class A

Coupang Inc 

Coupang is facing significant volatility and intense regulatory scrutiny following reports of a major data breach, leading to ongoing investigations by South Korean authorities and reports of government-level probes. While bullish investors point to long-term growth potential and institutional accumulation as signs of a structural turnaround, the community remains divided as bearish traders highlight risks related to regulatory fines and public sentiment in South Korea.

Direxion Shares ETF Trust - Direxion Daily MSCI South Korea Bull 3X ETF

Direxion Daily South Korea Bull 3X Shares

KORU is experiencing significant volatility driven by the Korean National Pension Service's ongoing rebalancing of its domestic equity portfolio, which has created a tug-of-war between institutional selling pressure and strong bullish sentiment surrounding HBM memory demand. Community discussion remains focused on the potential impact of the upcoming SK Hynix U.S. listing and the 20-for-1 stock split as key catalysts that could stabilize and potentially propel the ETF back toward previous highs.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

The VanEck Semiconductor ETF (SMH) is experiencing extreme volatility driven by a massive rotation of capital into the AI infrastructure and memory cycle, with community members fiercely debating whether the sector's parabolic run is a sustainable super-cycle or a speculative bubble nearing a breakdown. While bulls point to aggressive hyperscaler capex and tight memory supplies as structural catalysts, bears are pointing to historical valuation extremes, crowded positioning, and potential margin pressure to justify their caution.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

The GDX ETF is facing intense scrutiny as investors debate whether central bank gold accumulation and structural supply deficits will catalyze a long-term rally or if inflationary pressures and interest rate volatility will force a deeper correction. Market participants are currently focused on the disconnect between soaring physical demand and the recent price pullback, with many closely tracking interest rate expectations and the Federal Reserve's next policy moves for signs of a turnaround.

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ET Underperforms Its Industry in a Year: How to Play the Stock?

Energy Transfer trails peers despite its 140,000-mile pipeline network, NGL export expansions and 18 distribution hikes in five years.

Delek Logistics Partners, LP and Delek Logistics Finance Corp. Announce Results of Tender Offer for Any and All of their Outstanding 7.125% Senior Notes due 2028

Delek Logistics Partners, LP (NYSE: DKL) (Delek Logistics) and Delek Logistics Finance Corp., a subsidiary of Delek Logistics (together with Delek Logistics, the Offerors), announced today that they...

Delek Logistics Partners, LP Announces Pricing of Offering of $800 Million of Senior Notes

Delek Logistics Partners, LP (NYSE: DKL) (Delek Logistics) announced today that it, along with Delek Logistics Finance Corp., a subsidiary of Delek Logistics (together with Delek Logistics, the...

Delek US Q1 Earnings & Revenues Beat Estimates, Adjusted EBITDA Up Y/Y

DK expects total crude throughput in the range of 283,000-303,000 bpd and total throughput in the band of 293,000-313,000 bpd for the second quarter of 2026. 

Delek Logistics Partners, LP and Delek Logistics Finance Corp. Announce Tender Offer for Any and All of Their Outstanding 7.125% Senior Notes Due 2028

Delek Logistics Partners, LP Announces Proposed Offering of $800 Million of Senior Notes

Delek Logistics Partners, LP (NYSE: DKL) (Delek Logistics) announced today that it, along with Delek Logistics Finance Corp., a subsidiary of Delek Logistics, intends to offer $800 million in aggregate principal amount of senior notes due 2034 (the Notes) in a private placement to eligible...

Delek Logistics Partners Q1 Earnings Call Highlights

Delek Logistics Partners (NYSE:DKL) reported first-quarter adjusted EBITDA of $132 million and said it remains "very confident" in achieving its full-year 2026 adjusted EBITDA guidance range of $520 million to $560 million, citing strong execution across its gas, crude, and water businesses in the P...

Delek Logistics Partners (NYSE:DKL) Issues Earnings Results, Misses Estimates By $0.35 EPS

Delek Logistics Partners (NYSE:DKL - Get Free Report) issued its quarterly earnings results on Wednesday. The oil and gas producer reported $0.60 earnings per share for the quarter, missing analysts' consensus estimates of $0.95 by ($0.35). Delek Logistics Partners had a return on equity of 461.30...

Delek US Holdings Reports First Quarter 2026 Results

Delek US Holdings, Inc. (NYSE: DK) (Delek US, 'Company') today announced financial results for its first quarter ended March 31, 2026. 2026 is off to a strong start as we continue to build on the...

Delek Logistics Reports First Quarter 2026 Results

Delek Logistics Partners, LP (NYSE: DKL) ('Delek Logistics') today announced its financial results for the first quarter 2026. Delek Logistics continued its strong performance into 2026, supported by...

Delek Logistics Partners LP owns and operates logistics and marketing assets for crude oil, intermediate, and refined products. It gathers, transports, and stores crude oil. The firm also markets, distributes, transports, and stores refined products. It operates through the following segments: Gathering and Processing, Wholesale Marketing and Terminalling, Storage and Transportation, and Investments in Pipeline Joint Ventures. The Gathering and Processing segment consists of pipeline assets, Midland Gathering Assets, Midland Water Gathering Assets, and Delaware Gathering Assets. The Wholesale Marketing and Terminalling segment provides marketing services for refined products output of the Tyler Refinery and the Big Spring Refinery. The Storage and Transportation segment consists of tanks, offloading facilities, trucks and ancillary assets, which provide crude oil, intermediate and refined products transportation and storage services. The Investments in Pipeline Joint Ventures segment owns a portion of four joint ventures that have constructed separate crude oil pipeline systems and related ancillary assets. The company was founded on April 24, 2012 and is headquartered in Brentwood, TN.

Delek Logistics Partners LP - Unit

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.85	--	--	N/A
Q1 '26	$0.80	$0.60	-24.83%	MISSED
Q4 '25	$1.12	$0.88	-21.42%	MISSED
Q3 '25	$1.04	$0.85	-18.43%	MISSED
Q2 '25	$0.82	$0.83	0.73%	BEAT

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Upcoming Earnings: Q2 '26

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