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International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is experiencing its worst single-day decline in history after a disappointing earnings pre-announcement revealed that enterprise clients are aggressively reallocating capital toward AI infrastructure like servers and memory at the expense of traditional software deals. The community is sharply divided, with bears pointing to a fundamental structural shift in spending, while bulls view the dramatic sell-off as an extreme overreaction and an opportunity to acquire a blue-chip stock at a significant discount.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing intense volatility following its US ADR debut as traders grapple with a valuation premium over its South Korean listing and the launch of new leveraged ETFs. The community is sharply divided between bulls emphasizing the stock's dominant HBM market share and potential for long-term AI-driven growth, and skeptics wary of institutional manipulation, forced liquidation of leveraged positions, and potential supply-side overhangs.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is rallying after securing a follow-on production order for its wafer-level burn-in systems, fueling investor optimism regarding its role in the AI data center and silicon photonics supply chain. While bullish traders point to strong backlog visibility and potential production ramps for AI infrastructure, skeptical community members continue to raise concerns over the stock's valuation relative to revenue and the company's profitability.

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 experiencing intense bearish sentiment and extreme volatility, with investors debating whether the stock's significant decline stems from fundamental concerns over debt levels and capital expenditure or represents a prime long-term buying opportunity in AI infrastructure. While some in the community highlight the company's strong cloud backlog and AI potential as a reason to hold, others remain deeply skeptical, expressing frustration over the lack of management communication and the stock's persistent inability to sustain any momentum.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike is trending following strong quarterly results and the announcement of a 4-for-1 stock split, which continue to drive intense debate regarding the firm's premium valuation despite its leadership in AI-driven cybersecurity. Community discussions remain polarized between long-term investors highlighting the stock's secular growth and critical enterprise demand, and those concerned that its high multiples leave little room for error in a competitive sector.

Celcuity, Inc. operates as a cellular analysis company. The company discovers new cancer sub-types and commercializing diagnostic tests designed to improve the clinical outcomes of cancer patients treated with targeted therapies. The firm's proprietary CELx diagnostic platform is the commercially ready technology that uses a patient's living tumor cells to identify the specific abnormal cellular process driving a patient's cancer and the targeted therapy that treats it. The company was founded by Brian F. Sullivan and Lance G. Laing in January 2012 and is headquartered in Minneapolis, MN.

Celcuity Inc

Celcuity is seeing significant momentum following the FDA approval of its first commercial product, Revtorpyk, for treating advanced breast cancer. The community is actively discussing the company's transition into a commercial-stage firm, with investors debating the potential for long-term growth versus short-term profit-taking while highlighting the drug's strong efficacy data and potential for future buyout interest.

Atai Beckley, Inc. is a clinical-stage biopharmaceutical company focused on developing effective, rapid-acting, and convenient mental health treatments. The company is headquartered in New York, NY.

AtaiBeckley Inc.

ATAI is currently trending as investors anticipate its inclusion in the Russell 2000 and 3000 indexes while tracking key clinical milestones, including the start of Phase 3 trials for its lead depression treatment. The community is actively debating the company's valuation compared to sector peers and analyzing the potential for Big Pharma partnerships, with many discussing the operational advantages of its short-acting therapeutic pipeline.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst Pharmaceuticals is trending as investors react to the companys strategic decision to shutter its Alabama research facility and abandon internal discovery programs in favor of external innovation. The community is actively debating whether this cost-cutting pivot signals a leaner path toward profitability or serves as a tactical cleanup to make the company a more attractive buyout target.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta is trending as investors weigh its potential to lead in securing AI agents against broader market volatility and fears surrounding AI-driven software disruption. The community is actively debating the company's valuation and long-term moat, with many traders closely monitoring technical support levels and institutional positioning ahead of upcoming earnings.

Lionsgate Studios Corp. operates as a standalone, pure-play content company focused on creating, producing, and distributing premium entertainment across multiple formats and platforms. It operates through the following segments: Motion Picture and Television Production. The Motion Picture segment includes the development and production of feature films, acquisition of North American and worldwide distribution rights, North American theatrical, home entertainment, and television distribution of produced and acquired films, as well as the worldwide licensing of distribution rights. The Television Production segment covers the development, production, and worldwide distribution of television content, including series, television movies, mini-series, and non-fiction programming. The company was founded on January 13, 2024 and is headquartered in Vancouver, Canada.

Lionsgate Studios Corp. - Ordinary Shares - New

Lionsgate Studios Corp.

Lionsgate Studios is trending as the community speculates on potential acquisition interest from major industry players like Legendary Entertainment, Netflix, or others, following the company's recent separation from Starz. Investors are pointing to a deep content library and strong theatrical performance as primary catalysts, while actively debating the likelihood of a bidding war and appropriate valuation.

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Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a)

Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) PR Newswire NEW YORK, June 29, 2026 NEW YORK, June 29, 2026...

Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) PR Newswire NEW YORK, May 27, 2026 NEW YORK, May 27, 2026...

Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) PR Newswire NEW YORK, April 29, 2026 NEW YORK, April 29, 2026...

Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of...

Cohen & Steers Closed-End Funds Declare Distributions for April, May and June 2026

Cohen & Steers Closed-End Funds Declare Distributions for April, May and June 2026 Cohen & Steers Closed-End Funds Declare Distributions for April, May and June 2026 PR Newswire NEW YORK, March 24...

Cohen & Steers Closed-End Funds Declare Distributions for January, February and March 2026

Cohen & Steers Closed-End Funds Declare Distributions for January, February and March 2026 Cohen & Steers Closed-End Funds Declare Distributions for January, February and March 2026 PR Newswire NEW...

Cohen & Steers Closed-End Opportunity Fund, Inc. is a diversified, closed-end management investment company. It has an objective of achieving total return consisting of high current income and potential capital appreciation through investments in the common stock of closed-end management investment companies that invest in equity or income-producing securities. The company was founded on September 14, 2006 and is headquartered in New York, NY.

Cohen & Steers Closed-End Opportunity Fund 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.

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