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AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is facing heavy sell-off pressure as investors react to a new one-billion-dollar convertible note offering and a delay in satellite deployment targets. While management frames the capital raise as a strategic move to secure long-term funding, the community remains deeply divided, with some investors viewing the dilution as a betrayal of previous guidance while others see it as a necessary step to accelerate the satellite constellation's growth.

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 facing intense downward pressure as investors navigate sector-wide volatility and concerns over capital-intensive AI infrastructure spending, despite recent announcements regarding a new asset-light partnership model and significant compute agreements. While community sentiment remains polarized, many active traders are focusing on key technical support levels to identify potential entry points, balancing skepticism over the company's business model against confidence in long-term AI demand.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is facing significant downward pressure and intense volatility as investors rotate away from crowded semiconductor trades amid broader concerns over AI infrastructure spending. While the community remains deeply divided between those viewing the decline as a major buying opportunity ahead of upcoming earnings and those fearing a deeper correction, active discussions focus on high short interest and institutional manipulation.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is hitting fresh all-time highs as investors rotate capital from volatile semiconductor stocks into the mega-cap ecosystem, fueled by renewed optimism surrounding the integration of new AI features. The community is sharply divided, with bulls pointing to the company's resilient services revenue and user loyalty, while bears argue the move is a manipulated, overvalued 'safe haven' play that ignores the stock's high valuation relative to its growth metrics.

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 as investors digest sector-wide volatility and looming earnings, with the community sharply divided between those betting on long-term AI-driven growth and those fearing a potential correction in overextended chip valuations. Discussions remain hyper-focused on the influence of institutional market makers, the impact of TSMC's manufacturing dominance, and tactical entry points amid intense intraday price swings.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is currently navigating significant volatility as investors weigh strong long-term fundamentals and growing hyperscaler demand against sector-wide weakness and broader market uncertainty. Community sentiment remains deeply divided between those viewing the pullback as a prime institutional accumulation opportunity and those frustrated by the relentless downward price pressure.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending as investors react to a significant earnings beat and raised full-year guidance, fueling community sentiment that the stock is moving from a period of pressure into a recovery phase. The broader discussion is heavily focused on the stock's role as a value play within the healthcare sector, with many participants debating institutional accumulation and the potential for a sustained rally toward former highs.

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 A

Alphabet Inc Class A

Alphabet is trending as investors digest a reported delay for the Gemini 3.5 Pro model, fueling community debate over the company's competitive position in the AI race versus rivals like OpenAI and Anthropic. While some traders are capitalizing on short-term volatility, many remain focused on Alphabet's long-term fundamentals and dominant cloud infrastructure as key anchors ahead of the upcoming earnings season.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is facing heightened volatility and selling pressure as investors grapple with pre-revenue uncertainty and a recent missed project milestone, leading many to scrutinize the company's long-term commercialization timeline. While the community remains deeply divided, active discussions are centered on whether current price levels offer a bargain entry for a key player in the AI-driven nuclear energy transition or if the stock faces further downside risk due to ongoing dilution and execution hurdles.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is experiencing a volatile period as the stock navigates a broad space sector selloff, with investors closely watching technical support levels near the 200-day moving average. While the community remains divided between those viewing the pullback as a long-term accumulation opportunity for an industry-leading player and those worried about dilution risks and sector-wide sentiment, the primary discourse centers on whether the stock can successfully decouple from broader space volatility and deliver on upcoming growth catalysts like the Neutron rocket launch.

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Why AI Researchers Are Teaching Chatbots To Manage Their Own Memories

Equity

Two academic papers published this month, AutoMem and SelfMem, argue that memory shouldn’t be a rigid feature engineered by developers using static rules.


Should You Invest in the Fidelity MSCI Information Technology Index ETF (FTEC)?

Apple-Heavy ETFs in Focus as the Company Eyes Major iPhone Expansion

Apple's expanding iPhone lineup and supply chain advantages could strengthen the case for ETFs with significant exposure to the company.

Microsoft Heads for Worst Month Since 2000: 4 Tech ETFs to Buy on the Dip

Microsoft's steepest monthly drop since 2000 has investors eyeing tech ETFs as a diversified way to gain AI exposure while limiting single-stock risk.

Yann LeCun Calls Elon Musk’s xAI ‘Kind Of A Failure’ – Casts Doubt On Ability to Compete Against OpenAI, Anthropic

According to a CNBC report, LeCun said the manner of departure of key members of xAI has made it increasingly difficult for the company to attract top talent.

The Zacks Analyst Blog Highlights NVDA, FTEC, VGT, SMH, IYW and XLK

NVDA posted record Q1 revenue growth and earnings beats, lifting focus on ETFs with heavy exposure to the AI chip giant.

Buy These ETFs as NVIDIA Posts Record Q1 Revenues, Beats on Earnings 

NVIDIA's post-earnings dip spotlights ETFs loaded with NVDA exposure as investors weigh booming AI demand against supply-chain risks.

Tech ETFs to Buy as Microsoft, Anthropic Eye Custom AI Chip Deal

Microsoft's Maia AI chip talks with Anthropic spotlight tech ETFs as a diversified way to tap the AI-driven custom silicon boom.

Cisco Surges on Strong AI Demand and Upbeat Outlook: ETFs to Win

Cisco surged on strong AI demand and upbeat guidance, boosting Cisco-heavy ETFs as AI infrastructure orders topped expectations.

Goldman Sachs' John Waldron Dismisses AI Capex Concerns, Says It Will Continue At A ‘Very Healthy Clip’

During an interview with CNBC, Waldron stated that the AI capex buildout is beginning to go global.

Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF

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.

Current Price	$272.76
Prev Close	$278.17
Open	$274.70
Dividend Yield	N/A
50-Day Moving Average	$276.98
Beta	N/A
Avg. Volume	422,359.48
PE Ratio	N/A

52-Week High	$300.79
52-Week Low	$198.17
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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