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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging after a preliminary business update revealed record-shattering new orders and a significant beat on gross margin guidance. Community sentiment has shifted aggressively toward a potential short squeeze, as investors focus on the company's massive order backlog and stronger-than-expected profitability in the AI server sector.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is currently a major focal point for investors as the company's upcoming earnings report is seen as a pivotal catalyst for the broader AI sector's trajectory. Market participants are heavily scrutinizing the company's AI-related capital expenditure guidance and cloud revenue growth, as these figures are expected to set the tone for the sustainability of the ongoing AI infrastructure buildout.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors react to reports of delays in the rollout of its flagship Gemini 3.5 Pro AI model, sparking concerns over the company's competitive position against OpenAI and Anthropic. The community is sharply divided, with many viewing the dip as a prime accumulation opportunity for a long-term AI infrastructure play, while others worry that high CAPEX spending without immediate product breakthroughs could pressure the stock.

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 Limited is surging following the announcement of $2.8 billion in new multi-year AI cloud contracts, which has successfully bolstered investor confidence in the company's growth outlook and capital efficiency. The community is actively discussing the stock's strong recovery, the potential for a short squeeze given elevated interest, and the strategic importance of its recent expansion deals within the AI infrastructure sector.

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 trending due to a significant partnership with Microsoft to deploy its new Helios rack-scale AI systems, fueling investor optimism about its competitive position against Nvidia. Despite this momentum, the community remains divided, with active debates centered on whether this rally represents a fundamental breakout or an overvalued AI bubble ripe for a correction.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors react to China adding the company to its export control list, a development that highlights its strategic importance to the U.S. defense and technology supply chain. The community is actively discussing the stock's role in domestic production, while technical traders are monitoring key support levels and insider activity to gauge the next potential reversal.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JasmyCoin is seeing heightened trading volume and social activity as the community debates its long-term utility in the Japanese blockchain ecosystem, with some investors accumulating during market dips while others express skepticism regarding its price performance and leadership. Community discussions are heavily split between optimistic holders focusing on potential institutional partnerships and vocal critics who characterize the project as a speculative pump-and-dump scheme.

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 monitor its resilience and infrastructure leadership amid broader sector volatility, with the community actively debating whether the stock's recent price action signals a breakout or a potential correction driven by AI demand cycles. Traders are closely analyzing order flow and comparative performance against peers like Super Micro Computer and HPE, while weighing the impact of institutional activity and macro-sensitive catalysts on the company's enterprise AI server growth story.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

TQQQ is experiencing intense community focus as traders debate the impact of escalating geopolitical tensions in the Middle East and concerns over AI-driven sector rotations. Investors are actively weighing the risks of regional instability against hopes for a tech-led recovery, leading to high volatility and significant discussion around leveraged exposure and entry points.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is seeing extreme volatility as investors navigate a rapid market rotation, with community sentiment intensely divided between those hunting for a bottom in semiconductor memory stocks and traders exploiting sharp, intraday fluctuations. Discussion is dominated by the ongoing interplay between aggressive short-selling and massive buying of the dip, fueled by speculative reactions to geopolitical tensions and the high-stakes outlook for upcoming chip sector earnings.

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Exelon (EXC) Upgraded to Buy: Here's What You Should Know

Exelon (EXC) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

EXC or PNW: Which Is the Better Value Stock Right Now?

EXC vs. PNW: Which Stock Is the Better Value Option?

ComEd Programs Help Hundreds of Thousands of Northern Illinois Small Businesses Cut Costs and Save Energy

As small-business owners face rising operating costs, ComEd is marking a major milestone: more than 100,000 small businesses across northern Illinois have completed free facility assessments. Energy-saving improvements made through these assessments have helped participating businesses save $262.8...

ComEd Commissions Two New Substations, Unlocking Up To 550MW of Wind Energy to the Grid

ComEd today announced the successful energization of two new 345 kV transmission substations to its grid, enabling the interconnection of up to 550 megawatts (MW) of wind generation in LaSalle and Woodford counties. With unprecedented demand for electricity across the US and here in Illinois, ComEd...

Exelon to Announce Second Quarter Results on July 30

Exelon will hold its second quarter 2026 earnings conference call at 9:00 a.m. CT / 10:00 a.m. ET on Thursday, July 30, 2026. The conference call will be led by Exelon President and CEO, Calvin Butler, and Exelon Executive Vice President and CFO, Jeanne Jones. To listen to or view the upcoming...

ComEd Restores Power to Over 240,000 Customers as Crews Push Through Holiday Weekend to Finish Restoration

ComEd crews are entering the final stretch of restoration efforts after four rounds of severe weather swept across northern Illinois beginning Thursday night, with additional storms rolling through Friday and a fourth system striking on Saturday. In total, nearly 297,000 customers were impacted...

ComEd Continues Power Restoration Following Two Powerful Storms

ComEd crews continue to make progress restoring power to customers after a triple punch of severe storms swept across northern Illinois on Thursday night and Friday afternoon. The most severely impacted areas were the north and south regions of ComEds territory including Tinley Park, Burbank...

ComEd Crews Working to Restore Power Following Thursday Storms

Following work to maintain the grid during three days of extreme heat, ComEd crews are restoring power to customers impacted by severe storms that moved through northern Illinois Thursday night. The storms had heavy rain, lightning and wind gusts in excess of 50 miles per hour. Since the storms...

ComEd, Nicor Gas, North Shore Gas and Peoples Gas Recognize Mercy Housings Energy Efficiency Efforts With Premier Partner Award

A multi-year effort by Mercy Housing Lakefront to provide energy-efficient housing for families across northern Illinois resulted in the organization receiving a Premier Partner Award from Multi-Family Energy Savings (MFES). MFES is a collaboration between ComEd, Nicor Gas, North Shore Gas and...

ComEd Receives Approval to Launch its First Virtual Power Plant Program for Customers in 2027

ComEd today announced that the Illinois Commerce Commission (ICC) has approved the companys proposal to launch a new Scheduled Dispatch Virtual Power Plant (SDVPP) program, an initiative shaped by Illinois Clean and Reliable Grid Affordability Act (CRGA). At the direction of CRGA, the program is...

Exelon Corp. is a utility services holding company, which engages in energy distribution and transmission businesses. It operates through the following segments: Commonwealth Edison Company (ComEd), PECO Energy Company (PECO), Baltimore Gas and Electric Company (BGE), Potomac Electric Power Company (Pepco), Delmarva Power and Light Company (DPL), and Atlantic City Electric Company (ACE). The company was founded on February 4, 1999 and is headquartered in Chicago, IL.

Exelon Corp.

Exelon's BGE Says No More Outages Expected After Substation Failure Cuts Power To Thousands In Maryland

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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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