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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 currently at the center of a heated investor debate following news of a multi-billion dollar financing deal for OpenAI's infrastructure, with some investors viewing it as a major catalyst that secures Oracle's future revenue, while others remain skeptical about the firm's mounting debt and capital expenditure risks. This uncertainty has led to significant volatility and intense frustration among the community, as the stock has struggled to gain traction despite winning new government contracts and announcing large-scale AI partnerships.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as investors eagerly anticipate major announcements regarding global expansion and potential strategic partnerships, as previously teased by leadership for July. Community sentiment remains focused on the potential for a short squeeze and long-term breakthroughs in oncology, despite frustration over the lack of official press releases and ongoing volatility.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as investors weigh a major $500 billion AI infrastructure and memory partnership with SK Group against broader concerns regarding the sustainability of AI capital expenditures. While community sentiment is divided between optimism over long-term enterprise demand and fears of an AI bubble, traders are closely monitoring how these massive financing deals will impact future earnings.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors aggressively rotate into AI infrastructure, with community discussion highlighting strong institutional conviction, increasing price targets, and Dell's role as a primary enterprise beneficiary of the ongoing AI server buildout. Traders are closely watching the stock for a potential breakout as sentiment remains bolstered by positive analyst commentary and the broader trend of enterprise spending shifting toward next-generation hardware.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as investors weigh strong quarterly results and raised guidance against a broader rotation out of software stocks and into semiconductors. Community discussion remains polarized, with many investors focusing on the company's AI-driven contract growth and long-term enterprise potential, while others express frustration over recent price volatility and concerns regarding valuation metrics.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is seeing heightened investor activity as the market reacts to a recent executive order prioritizing domestic critical mineral supply chains for U.S. defense contractors. The community is actively debating the company's role as a sole-source supplier while expressing frustration over stock price volatility, which many attribute to sector-wide manipulation and geopolitical tensions affecting the broader critical metals market.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending as investors react to a significant surge in liquefaction fees and geopolitical tensions in the Middle East that are tightening global LNG supply. The community is actively discussing the stock's potential for massive EBITDA growth and its competitive positioning as a major exporter, despite ongoing market manipulation concerns and volatility tied to the conflict.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF (SCHD) is drawing significant investor interest as a core defensive holding, with community members actively discussing its role as a hedge against technology-sector volatility and a reliable vehicle for long-term dividend growth. While some investors debate its relative price performance against pure growth indices, the primary conversation centers on its disciplined approach to fundamental quality and its ability to provide steady, compounding income across diverse market cycles.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as investors weigh the significant financial implications of a major strategic partnership with Samsung Electronics while monitoring the stock's consolidation near technical support. Community members remain polarized, with many highlighting Broadcom's central role in the AI hardware ecosystem while others express frustration over recent price volatility and valuation concerns.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber Technologies is under downward pressure as investors weigh uncertainty surrounding a potential multibillion-dollar acquisition of Delivery Hero and concerns over competitive threats to its autonomous driving strategy. Despite the negative price action, the community remains divided, with some investors accumulating positions on the belief that Uber's platform scale and long-term ecosystem growth remain undervalued.

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Element Solutions, Inc. is a specialty chemicals company, which engages in providing technology, chemical products, and technical services. It operates through the Electronics and Specialty segments. The Electronics segment focuses on researching, formulating, and sale of specialty chemicals and material process technologies for all types of electronics hardware, from printed circuit board designs to semiconductor packaging. The Specialty segment is involved in the researching, formulating, and sale of specialty chemicals and material process technologies that enhance surfaces and improve industrial processes in diverse industrial sectors from automotive trim to transcontinental infrastructure and from high-speed printing to high-design faucets. The company was founded by Martin Ellis Franklin on April 23, 2013 and is headquartered in Miami Beach, FL.

Element Solutions Inc

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	$0.43	--	--	N/A
Q1 '26	$0.38	$0.41	7.13%	BEAT
Q4 '25	$0.36	$0.37	2.49%	BEAT
Q3 '25	$0.40	$0.41	3.21%	BEAT
Q2 '25	$0.36	$0.37	2.98%	BEAT

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ESIElement Solutions Inc

Upcoming Earnings: Q2 '26

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