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Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors debate the impact of recent share dilution against the company's aggressive acquisition strategy and its expanding footprint in defense technology. While some community members express frustration over price volatility and share issuance, others highlight the significant backlog and strategic partnerships as long-term catalysts for growth.

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 is currently trending as investors grapple with volatility in the semiconductor sector, fueled by reports of overcapacity in AI compute and tactical shifts in hyperscaler spending. The community remains deeply divided, with some traders citing 'AI bubble' fears and price manipulation, while long-term bulls point to institutional backing and upcoming product cycle catalysts as reasons to buy the dip.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is currently experiencing heightened volatility and intense social media scrutiny as investors track rumors of a potential data center lease agreement with Meta. While the community remains divided over management's ability to pivot from Bitcoin mining to high-performance AI infrastructure, the stock continues to be a focal point for traders weighing aggressive expansion plans against broader crypto sector headwinds.

Vera Therapeutics, Inc. is a clinical stage biotechnical company which engages in the development and commercialization of transformative treatments for immunological diseases. The company was founded by Marshall Fordyce in May 2016 and is headquartered in Brisbane, CA.

Vera Therapeutics Inc - Ordinary Shares - Class A

Vera Therapeutics is trending as investors weigh its potential as a buyout candidate following competitor acquisition activity and recent clinical progress in its IgA nephropathy pipeline. Community sentiment remains highly focused on the upcoming PDUFA date as traders debate whether the approval is already priced in or if the stock is primed for a post-approval breakout.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending due to strong aircraft delivery momentum and multiple new defense and commercial contract wins, which are fueling investor optimism about its operational turnaround. Despite occasional headline-driven volatility, the community is focused on the company's stabilizing production rates and the potential for long-term free cash flow growth.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is seeing increased investor focus as a defensive rotation drives capital into healthcare, bolstered by analyst upgrades, earnings optimism, and ongoing AI-driven operational efficiencies. Community sentiment remains largely bullish, with traders actively debating the stock's ability to clear key resistance levels and sustain momentum following a successful period of technical consolidation.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense is trending as investors react to reports of potential government funding and strategic equity initiatives aimed at boosting domestic drone manufacturing and air defense capabilities. The community is actively discussing the stock's role in a broader defense sector rotation, with many focusing on its long-term backlog and potential as a key beneficiary of heightened geopolitical demand.

Groupon, Inc. engages in the global scaled two-sided marketplace that connects consumers to merchants. It operates through the North America and International geographical segments. The company was founded by Andrew D. Mason, Eric Paul Lefkofsky, and Bradley A. Keywell in October 2008 and is headquartered in Chicago, IL.

Groupon Inc

Groupon is experiencing significant upward momentum as investors speculate on a major short squeeze driven by a tight, institutional-heavy float, a persistent buyback program, and aggressive short positions. Community members are actively sharing data-driven theories about the company's AI-focused restructuring and comparing the technical setup to past historical short-squeeze events.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI is gaining momentum as community members highlight its recent U.S. Army contract awards for SwarmOS and Gremlin-X technology, alongside its strategic inclusion in joint military exercises. Investors are actively discussing the stock's potential for significant growth as a defense software prime, focusing on its low-float dynamics, heavy short interest, and the increasing institutional demand for edge-native, autonomous drone swarming capabilities.

WeRide, Inc. operates as an investment holding company. It engages in the sale of autonomous driving vehicles, primarily including robobuses, robotaxis, robosweepers and related sensor suites. The company was founded by Tony Xu Han and Yan Li in February 2017 and is headquartered in Guangzhou, China.

WeRide Inc. - ADR

WeRide is experiencing a significant surge in investor attention following the launch of driverless robotaxi operations in Dubai through its partnership with Uber and the disclosure of a substantial equity stake held by the ride-hailing giant. Community sentiment is increasingly bullish as investors track WeRide's aggressive scaling across global markets and hardware-agnostic platform integrations, viewing the company as a top-tier contender in the autonomous mobility sector.

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European stocks rise; U.S.-EU trade agreement, earnings and Fed meeting in focus

European stocks surge higher on trade deal optimism; earnings and ECB in spotlight

European stocks soar on trade optimism; UniCredit lifts 2025 outlook

UBS unveils its outlook for the Middle East and North Africa region

Investing.com - Oil prices whipsawed in the second quarter, as traders responded to uncertainty around sweeping U.S. tariffs as well as a multi-day air war between Israel and Iran.

TSX seen lower after Trump ramps up trade war with Canada

European stocks edge higher; trade negotiations remain in focus

Equinor misses profit expectations as production, prices fall in Q2

Longer-term trend followers buying U.S. equities - BofA Securities

European stocks muted as traders assess fallout from U.S. strikes on Iran

Investing.com - European stocks were marginally higher in early trading on Monday, as investors shrugged off some concerns over the implications of a weekend U.S. air strike on Iranian nuclear facilities.

Will geopolitics actually have a market impact this time?

Investing.com -- Markets are once again shrugging off geopolitical uncertainty, raising the question, will it be different this time? According to Deutsche Bank, the answer is: not yet.Despite a dramatic escalation in the Middle East, including Israeli strikes on Iranian nuclear sites, the global market response has been modest. The reaction has so far been limited to commodities and regional equities.Oil jumped more than 7% on Friday, gold hit a record high, and Middle Eastern equities fell. But elsewhere, investors remained calm.

Extremely Bearish 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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