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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 amid retail investor frustration over executive compensation packages and a perceived lack of new high-profile customer contracts. While some community members remain focused on long-term infrastructure potential and oversold technical conditions, others are pivoting toward competitors, viewing recent corporate spending and dilution as clear bearish signals.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing significant volatility as investors engage in broad sector profit-taking and de-risking across AI-linked semiconductor and memory stocks. The community remains deeply divided, with bulls pointing to long-term demand and aggressive price targets from analysts, while bears argue the sector is undergoing a necessary correction after an unsustainable parabolic rally.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is trending as traders analyze a multi-year supply agreement with Coherent, which provides significant capital prepayment and validates long-term demand for the company's indium phosphide substrates. While some community members highlight this as a key indicator of semiconductor supply chain strength and forward visibility, others are actively debating whether recent volatility and insider selling patterns signal an overextended valuation.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is rallying on strong production and delivery figures that exceeded guidance, sparking community optimism about the R2 platform's potential as a primary growth catalyst. While some investors remain cautious about long-term profitability and execution risks, many are actively discussing the stock's role as a major competitor to Tesla, viewing the recent momentum as a potential turning point for its long-term valuation.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is trending as investors digest the company's recent earnings report and analyze the ongoing demand for optical networking components within the AI infrastructure ecosystem. The community remains highly focused on the company's vertically integrated InP production capabilities and its multi-year supply agreements, which many see as a crucial hedge against supply chain bottlenecks in the race to scale data center connectivity.

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

Investors are closely tracking the 80th event milestone in the REGAL Phase 3 trial for galinpepimut-S, with community sentiment fueled by expectations of a major data readout or potential buyout announcement ahead of the long holiday weekend. The stock is seeing significant volume and price volatility as traders debate the implications of trial delays and the potential for a substantial revaluation if clinical endpoints are met.

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 currently attracting intense investor interest as market participants digest analyst price target upgrades and a $500 million expansion of its Singapore manufacturing facility to support global AI chip demand. The community remains heavily focused on the stock's role as a critical infrastructure provider, with traders actively debating its valuation against equipment sector peers amidst broader semiconductor cycle volatility.

Nektar Therapeutics is a biotechnology company, which engages in the discovery and development of novel therapies which selectively modulate the immune system to treat autoimmune disorders. It also focuses on immunology and unparalleled expertise in polymer chemistry to create one-of-a-kind, highly-selective medicines with optimal therapeutic benefit. The company was founded in 1990 and is headquartered in San Francisco, CA.

Nektar Therapeutics

Nektar Therapeutics is gaining significant community attention as shareholders focus on upcoming data readouts for its dermatological pipeline, while speculation persists regarding potential M&A activity and legal developments involving Eli Lilly. Investors remain intensely focused on the drug candidate's durability and long-term efficacy, which many view as a potential differentiator in the competitive autoimmune market.

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 trending following reports that the company plans to monetize excess AI compute capacity by offering cloud-style services, a move that has sparked intense debate over the company's long-term infrastructure strategy and the health of the broader AI ecosystem. Community discussion remains polarized, with some investors viewing the pivot as a smart way to maximize returns on massive capital spending, while others fear it signals cooling demand for the company's internal AI agents and suggests a more crowded, competitive landscape for AI infrastructure.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Churchill Capital Corp XI - Ordinary Shares - Class A

Churchill Capital Corp XI is surging as retail sentiment leans into a high-risk humanoid robotics narrative driven by Agility Robotics' commercial momentum and recent institutional backing from BlueCrest Capital. Investors are closely tracking the SPAC merger process, balancing the excitement of potential category leadership against common volatility risks associated with pre-revenue SPAC transactions.

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Fidelity National Information Services (FIS) Forms Strategic Alliance With Fuse

Fidelity National Information Services (FIS) Forms Strategic Alliance With Fuse...

FIS Earns Top Rankings in Two Chartis Reports, Cementing Position as Capital Markets Technology Leader

FIS (NYSE: FIS) has been ranked No. 1 overall in the Chartis BuySideRisk50 and named a Category Leader in the Chartis RiskTech Quadrant for client lifecycle management (CLM) Solutions for Corporate and Investment Banking (CIB), 2026, earning the highest policy management score of any vendor among...

FIS Expands Community Banking Reach With First Commerce Bank Deal

Fidelity National wins First Commerce Bank for its HORIZON platform, underscoring demand for AI-ready banking tech and its push into modernization-led growth.

FIS Expands Commercial Lending Suite With New Loan Trading Solution

Fidelity National launches Trade & Distribution Manager to automate secondary loan trading, expanding its lending suite as demand grows for integrated lending tech.

Here's Why Fidelity National Information Services (FIS) is a Strong Value Stock

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

First Commerce Bank Selects FIS Core Banking to Compete in an AI-Ready Future

FIS (NYSE: FIS), a global leader in financial services technology, today announced that First Commerce Bank, a $1.8B-asset community bank based in New Jersey, has selected FIS as its go-forward core banking platform - giving the institution a modern, AI-ready foundation as community banks of its...

J.B. Hunt Transport Services Moves Up In Market Cap Rank, Passing Fidelity National Information Services

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, J.B. Hunt Transport Services, Inc. (Symbol: JBHT) has taken over the #366 spot from Fidelity National Information Services Inc (Symbol: FIS), according to The Online Inve...

FIS Takes Two WatersTechnology Asia Awards, Validating Cloud-Native Approach to Capital Markets

Global financial technology leader FIS (NYSE: FIS) has been named a winner in two categories at the 2026 WatersTechnology Asia Awards. FIS took home Best Back-Office Platform for its FIS Post Trade Processing Platform and Best Reference Data Service for its FIS Market Data Analyzer. The...

How FIS and Fuse Are Targeting the Quiet Cost of Outdated Lending Tech

Fidelity National teams up with Fuse to modernize lending workflows, helping lenders approve faster and capture more loan volume.

FIS to Present at Upcoming Conference

FIS (NYSE: FIS), a global leader in financial technology, will present on Tuesday, June 9, 2026, at the Mizuho Technology Conference at 10:30am ET. A live audio webcast, as well as a replay, will be accessible on the Investor Relations section of FIS homepage, www.fisglobal.com. About FIS FIS is a...

Fidelity National Information Services, Inc. engages in the provision of technology solutions for financial institutions and businesses. It operates through the following segments: Banking Solutions, Capital Markets Solutions, and Corporate and Other. The Banking Solutions segment focuses on serving financial institutions with core processing software, transaction processing software, and complementary applications and services. The Capital Markets Solutions segment provides global financial services with buy- and sell-side solutions. The Corporate and Other segment includes corporate overhead expense, leveraged functions, and miscellaneous expenses. The company was founded in 1968 and is headquartered in Jacksonville, FL.

Fidelity National Information Services, Inc.

Anthropic And FIS Join Forces On Autonomous AI Crime Buster — FIS Shares Jump

Equity

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	$1.47	--	--	N/A
Q1 '26	$1.29	$1.36	5.67%	BEAT
Q4 '25	$1.69	$1.68	-0.49%	MISSED
Q3 '25	$1.48	$1.51	1.86%	BEAT
Q2 '25	$1.36	$1.36	-0.05%	MISSED

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FISFidelity National Information Services, Inc.

Upcoming Earnings: Q2 '26

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