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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 currently trending as investors debate its new initiative to monetize excess AI compute capacity by selling it as a cloud service. While bulls view this as a strategic move to turn heavy infrastructure spending into a lucrative revenue stream, bears are concerned it signals inefficient capacity management and heightened competition within the cloud sector.

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 experiencing significant volatility as investors debate the impact of hyperscalers moving into cloud infrastructure, with bulls defending the stock as a key AI infrastructure leader and bears warning of potential oversupply risks. Despite the price swings, the community remains divided between those panic-selling and long-term believers who are aggressively buying the dip, citing strong institutional support and ongoing demand for specialized AI 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 heightened selling pressure as market participants react to headlines regarding hyperscalers potentially selling excess compute capacity, sparking debates about long-term AI infrastructure demand versus supply gluts. The community remains deeply divided, with bulls highlighting CoreWeave's multi-year contracts and aggressive build-out plans as business validation, while bears point to persistent insider selling and debt-heavy balance sheets as major concerns.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is experiencing intense community debate following an earnings report that featured a revenue miss but provided a path toward margin expansion and recovery. While bears emphasize declining demand in China and stiff competition, bulls are aggressively buying the dip, pointing to strong internal cost discipline and the long-term potential of the brand's turnaround strategy.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is experiencing significant volatility following its exclusion from the Russell 2000 and subsequent inclusion in the Russell 1000/200, an index rebalancing event that triggered heavy technical selling pressure. Despite the price correction, the community remains intensely focused on the company's long-term potential as a critical AI infrastructure play, driven by high-conviction partnerships like the expanded $25 billion agreement with Brookfield to provide on-site power for data centers.

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 significant selling pressure as investors weigh uncertainty around hyperscaler AI infrastructure strategies and ongoing sector-wide volatility. While some participants are capitalizing on the dip based on long-term AI compute and power infrastructure demand, others remain focused on frustration regarding management's communication, dilution risks, and a lack of recent major deal announcements.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending as investors debate whether the current price represents a significant buying opportunity or a deeper structural failure, with the community closely tracking short interest, high borrow fees, and a potential "W" pattern on the chart. While retail participants remain divided over management's execution and lack of recent news, bulls are betting that the company's enterprise AI partnerships will trigger a reversal, whereas bears maintain that the stock's persistent decline reflects fundamental weakness.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is currently experiencing significant momentum as investors pivot away from its legacy image toward its evolving role as a foundational software platform for physical AI, automotive systems, and mission-critical cybersecurity. The community remains highly active, debating the potential for an imminent Alloy Kore contract announcement, while long-term shareholders celebrate the stock's resilience against short-selling pressure.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is facing intense scrutiny from its investor community as the stock continues to underperform compared to other data center peers, with shareholders voicing significant frustration over the lack of communication from leadership regarding strategic AI infrastructure and tenant updates. While some investors see the current price volatility as a potential entry point ahead of expected data center developments, the prevailing sentiment is dominated by disappointment in management's perceived lack of urgency and focus.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is surging following a landmark court ruling that awarded the company nearly $2 billion in antitrust damages, a development that community members are viewing as a major catalyst for long-term value. Investors are actively debating the timing of potential share price re-ratings while closely watching the company's path toward sustained profitability and its growing footprint in the BNPL sector.

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Vertical Aerospace Selects Astronics as Low-Voltage Power Distribution Supplier for Valo

Vertical Aerospace ("Vertical" or the "Company") (NYSE: EVTL), a global aerospace and technology company that is pioneering electric aviation, today announced a long-term agreement with Astronics Corporation (NASDAQ: ATRO), a leading provider of advanced technologies for the global aerospace...

Vertical Aerospaces Final Full-Scale Prototype Completes First Piloted Flight

Vertical Aerospace (Vertical or Company) (NYSE: EVTL), a global aerospace and technology company that is pioneering electric aviation, today announced that its latest full-scale prototype aircraft has completed its maiden piloted flight at the Company's Flight Test Centre in the UK, marking the...

Vertical Aerospace (EVTL) Q4 2025 Earnings Transcript

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Image source: The Mo...

What's Going On With Vertical Aerospace Stock Thursday?

Vertical Aerospace partners with Hyundai WIA to design bespoke landing gear for its Valo eVTOL aircraft, boosting its supply chain.read more...

Vertical Aerospace Selects Hyundai WIA as Landing Gear Partner for Valo

Vertical Aerospace (Vertical or Company) (NYSE: EVTL), a global aerospace and technology company that is pioneering electric aviation, today announced a new long-term partnership with Hyundai WIA, a subsidiary of Hyundai Corporation and a leading mobility and manufacturing company, to supply the...

EVTL Reaches Key Milestones As It Aims To Unlock 1,000-Mile Range With Its Hybrid Tech

Equity

Vertical Aerospace noted that these milestones showcase ongoing progress across its propulsion and energy system programmes, which support its roadmap for both all-electric and future hybrid-electric aircraft.

Vertical Aerospace Advances Hybrid-Electric Testing and Battery Production

Vertical Aerospace (Vertical or the Company) (NYSE: EVTL), a global aerospace and technology company pioneering electric aviation, today announced two key programme milestones: the start of...

Vertical Aerospace Provides First Quarter Update, Achieves Key Execution Milestones and Advances Toward Certification

Vertical Aerospace (NYSE: EVTL) (Vertical, we, our or the Company), a global aerospace and technology company that is pioneering electric aviation, today will provide a Business & Strategy Update for...

Vertical Aerospace Ltd. (NYSE:EVTL) Receives Consensus Rating of "Moderate Buy" from Analysts

Shares of Vertical Aerospace Ltd. (NYSE:EVTL - Get Free Report) have earned an average rating of "Moderate Buy" from the eight ratings firms that are covering the company, MarketBeat Ratings reports...

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Vertical Aerospace Ltd. - EVTL

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Vertical Aerospace Ltd. - EVTL INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of...

Vertical Aerospace Ltd. is a global aerospace and technology company. It engages in the business of designing, manufacturing, and selling a zero operating emission electric vertical takeoff and landing aircraft for use in the advanced air mobility market using the most cutting-edge technology from the aerospace, automotive, and energy industries. The company was founded by Stephen James Fitzpatrick in 2016 and is headquartered in London, the United Kingdom.

Vertical Aerospace Ltd

Bullish 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	-$0.41	--	--	N/A
Q1 '26	-$0.54	-$0.40	26.71%	BEAT
Q4 '25	-$0.43	-$0.58	-34.39%	MISSED
Q3 '25	-$0.40	-$0.32	19.80%	BEAT
Q2 '25	-$1.51	-$2.30	-51.73%	MISSED

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