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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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DoubleVerify (DV) Moves 8.7% Higher: Will This Strength Last?

DoubleVerify (DV) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Do Options Traders Know Something About DoubleVerify Stock We Don't?

Investors need to pay close attention to DV stock based on the movements in the options market lately.

DoubleVerify Expands DV Authentic AdVantage Tool To Meta, TikTok

(RTTNews) - Media measurement firm DoubleVerify Holdings, Inc. (DV) announced on Monday that it has expanded its DV Authentic AdVantage product to tech major Meta Platforms, Inc. (META) and social media platform TikTok, combining media quality protection, AI-powered optimization...

DoubleVerify (DV) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for DoubleVerify (DV) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

DoubleVerify Holdings (DV) Q1 Earnings Lag Estimates

DoubleVerify (DV) delivered earnings and revenue surprises of -7.26% and +0.74%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

DoubleVerify Holdings, Inc. Reveals Rise In Q1 Bottom Line

(RTTNews) - DoubleVerify Holdings, Inc. (DV) reported a profit for its first quarter that Increases, from the same period last year...

DoubleVerify Holdings, Inc. (NYSE:DV) Sees Significant Increase in Short Interest

DoubleVerify Holdings, Inc. (NYSE:DV - Get Free Report) was the target of a large increase in short interest in the month of April. As of April 15th, there was short interest totaling 10,000,327 shares, an increase of 14.2% from the March 31st total of 8,755,427 shares. Currently, 6.6% of the...

DoubleVerify (DV) Projected to Post Earnings on Wednesday

DoubleVerify (NYSE:DV) will be releasing its Q1 2026 earnings after the market closes on Wednesday, May 6. (View Earnings Report at https://www.marketbeat.com/earnings/reports/2026-5-6-doubleverify-holdings-inc-stock...

Laurus Global Equity Management Inc. Sells 724,950 Shares of DoubleVerify Holdings, Inc. $DV

Laurus Global Equity Management Inc. lowered its holdings in shares of DoubleVerify Holdings, Inc. (NYSE:DV - Free Report) by 89.2% in the fourth quarter, according to its most recent disclosure with...

DoubleVerify Holdings, Inc. (NYSE:DV) Receives Average Recommendation of "Moderate Buy" from Analysts

Shares of DoubleVerify Holdings, Inc. (NYSE:DV - Get Free Report) have earned an average recommendation of "Moderate Buy" from the seventeen brokerages that are presently covering the company, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a sell rating, four h...

DoubleVerify Holdings, Inc. engages in the development of software platforms for digital media measurement, data, and analytics. Its software, Pinnacle, is integrated across the entire digital advertising ecosystem including programmatic platforms, social media channels, and digital publishers. The company was founded in 2008 and is headquartered in New York, NY.

DoubleVerify Holdings Inc

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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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.11	--	--	N/A
Q1 '26	$0.05	$0.04	-25.86%	MISSED
Q4 '25	$0.16	$0.18	11.43%	BEAT
Q3 '25	$0.10	$0.06	-37.42%	MISSED
Q2 '25	$0.06	$0.05	-13.40%	MISSED

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DVDoubleVerify Holdings Inc

Upcoming Earnings: Q2 '26

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