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Invesco QQQ Trust Series 1

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending due to significant retail and institutional interest surrounding positive data from their prostate cancer therapy and the upcoming BLA filing. Investors are closely monitoring the company's progress on clinical milestones and manufacturing scale-up, while actively debating the potential for long-term institutional accumulation and future buyout opportunities.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is trending as investors weigh the significance of the fund's private market holdings against recent volatility and the looming expiration of share lockup periods. Community discourse remains deeply divided between long-term bulls highlighting exposure to high-profile AI and space startups and skeptical bears pointing to a significant disconnect between current market pricing and the fund's reported net asset value.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc. is surging following the announcement that the stock will be added to the S&P 500 index, triggering optimism about increased institutional demand and long-term index fund buying. Community members are actively debating the sustainability of this price action, with many discussing the potential for a short squeeze given the stock's elevated short interest and the significant impact of index-tracking fund requirements.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing a volatile trading session following a revenue miss in its recent quarterly report, with investors focusing on the company's significant backlog and future space contracts as key drivers for potential long-term value. Community discussion is sharply divided between those betting on an epic recovery fueled by industry growth and skeptics who are wary of continued cash burn, dilution risks, and recent insider selling.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is facing significant downward pressure following a double-whammy of a BofA downgrade and concerns surrounding the company's CFO transition, despite robust long-term growth and new strategic initiatives. The community is sharply divided, with many long-term holders treating the pullback as a prime accumulation opportunity for an 'undervalued' fintech leader while critics cite rising credit risks and management turnover as catalysts for continued volatility.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is facing increased volatility as investors weigh the company's strong record earnings and positive forward-looking guidance against a broader market sell-off in semiconductor stocks. While many in the community remain bullish on the long-term AI infrastructure thesis, others are actively discussing concerns about elevated valuations and the cyclical nature of the equipment sector.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientific is currently trending as investors debate whether the recent significant pullback represents a deep-value buying opportunity or a signal of fundamental weakness. The community is focused on recent insider purchasing by executives, alongside intense after-hours price activity that has sparked speculation regarding potential corporate news or institutional accumulation.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as institutional ownership and call option volume surge ahead of the long-awaited 80th event trigger for the Phase 3 REGAL trial. The community remains intensely focused on interpreting the prolonged timeline as a potential sign of drug efficacy, while active debates continue regarding a possible buyout and the future commercial potential of the SLS009 pipeline.

Curaleaf Holdings, Inc. operates as a holding company with interest in medical and wellness cannabis operations. It operates through the Domestic Operations and International Operations segments. The company was founded on November 13, 2014 and is headquartered in Stamford, CT.

Curaleaf Holdings Inc

Curaleaf is in the spotlight as investors track its expansion strategies and M&A activities, including a high-profile takeover proposal for Aurora Cannabis. Community discussions are heavily centered on the company's international footprint and the broader sector shift toward consolidation as operators seek growth amidst regulatory challenges.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management systems, as well as other tools, integrations, and native payment solutions. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot is seeing intense volatility as investors debate whether its transition toward agentic AI platforms will act as a major growth engine or face stiff competition from lower-cost alternatives. The community remains deeply divided between those viewing the recent price swings as a value-buying opportunity in a profitable SaaS leader and those fearing that agent-led AI could fundamentally compress margins.

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Dynex Capital, Inc. Declares Monthly Common Stock Dividend of $0.17

Dynex Capital, Inc. (NYSE: DX; Dynex or the Company), a REIT with a long track record of generating dividends from high-quality mortgage assets, announced today that the Companys Board of Directors has declared a cash dividend of $0.17 per share on its Common Stock for August 2026. The Common...

Dynex Capital, Inc. Announces Second Quarter 2026 Results

Dynex Capital, Inc. (NYSE: DX; "Dynex" or the "Company"), a REIT with a long track record of generating dividends from high-quality mortgage assets, reported its second quarter financial results today. Management will host a call today at 10:00 a.m. Eastern Time to discuss the results and business...

Dynex Capital, Inc. (NYSE: DX; Dynex or the Company), a REIT with a long track record of generating dividends from high-quality mortgage assets, announced today that the Companys Board of Directors has declared a cash dividend of $0.17 per share on its Common Stock for July 2026. The Common...

Dynex Capital, Inc. Schedules Second Quarter 2026 Earnings Release and Conference Call

Dynex Capital, Inc. (NYSE: DX; Dynex or the Company), a REIT with a long track record of generating dividends from high-quality mortgage assets, announced today that it will release its financial results for the second quarter of 2026 before market open on Monday, July 20, 2026. In addition, Dynexs...

Dynex Capital Appoints Douglas Neal to Its Board of Directors

Dynex Capital, Inc. (NYSE: DX) (Dynex or the Company), a real estate investment trust focused on generating attractive risk-adjusted returns from high-quality mortgage assets, today announced that Douglas Neal has been appointed as an independent director to its Board of Directors (the Board...

Dynex Capital, Inc. Declares Common and Preferred Stock Dividends

Dynex Capital, Inc. (NYSE: DX; Dynex or the Company), a REIT with a long track record of generating dividends from high-quality mortgage assets, announced today that the Companys Board of Directors has declared a cash dividend of $0.17 per share on its Common Stock for June 2026. The Common...

Dynex Capital's Series C Preferred Stock Crosses Above 9% Yield Territory

In trading on Tuesday, shares of Dynex Capital Inc's 6.90% Series C Fix/Float Cumulative Redeemable Preferred Stock (Symbol: DX.PRC) were yielding above the 9% mark based on its quarterly dividend (annualized to $2.3484), with shares changing hands as low as $25.93 on the day...

This REIT Yielding 16% Just Landed a New $5 Million Bet From EMG Holdings

Key PointsEMG Holdings initiated a stake in Dynex Capital in the first quarter with a purchase of 345,000 shares...

Dynex Capital, Inc. (NYSE: DX), a REIT with a long track record of generating dividends from high-quality mortgage assets, announced today that the Companys Board of Directors has declared a cash dividend of $0.17 per share on its Common Stock for May 2026. The dividend is payable on June 1, 2026...

Dynex Capital (NYSE:DX) Upgraded to "Hold" at Wall Street Zen

Wall Street Zen upgraded shares of Dynex Capital from a "sell" rating to a "hold" rating in a research report on Saturday...

$DX Q2 '26 Earnings Results & Recap

Dynex Capital, Inc. reported a total economic return of $0.81 per common share and net income of $0.80 per common share for the second quarter of 2026, ending with $1.6 billion liquidity.

Dynex Capital, Inc. is an internally managed mortgage real estate investment trust. It engages in the business of investing in mortgage-backed securities. The company was founded on December 18, 1987 and is headquartered in Glen Allen, VA.

Dynex Capital, Inc.

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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