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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia's blowout quarterly printhighlighted by massive AWS collaboration expansion and CFO guidance for 70% revenue growth in FY28has retail traders celebrating a repricing of the AI trade, with bullish calls overwhelming persistent bearish skepticism.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

$WEN is collapsing after a Reuters report dashed buyout hopes, sparking a furious retail backlash as traders who piled in on Peltz/Trian speculation now face deep losses and counter-accusations of market manipulation. The chatter is split between those crying foul over the timing and calling for a squeeze, and skeptics who see an overhyped 'meme stock' finally reverting to reality.

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. 

Conversations are heating up over Michael Burry's newly disclosed short position, with traders actively debating his thesis as they also celebrate Nebius's prominent shout-out during Nvidia's earnings call, where it was named the first Groq 3 LPX partner.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is caught in a software-sector downdraft as Intuit's weak outlook and pricing concerns reignite worries about AI disruption, even as Salesforce's own strong earnings and new Anthropic partnership keep bulls hopeful.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as traders weigh the stock's recent slide against bullish catalysts including the OpenAI Jalapeo chip benchmarks, a large AI financing package, and expectations for strong earnings from Nvidia and Broadcom.

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 under pressure ahead of its own earnings and Nvidia's highly anticipated report, with traders split between accusations of heavy short manipulation and fears over the company's execution and dilution. The broader AI/Neocloud sector narrative hinges on Nvidia's data center commentary, which many in the community expect to lift the entire group.

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

Cybersecurity leader CrowdStrike is surging after its fiscal Q2 earnings crushed estimates with record new ARR and raised full-year guidance, sparking a wave of bullish sentiment across the sector. Traders are celebrating the strong results as validation for AI-driven security spending, though chatter also highlights the ongoing debate over its rich valuation.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is trending as Nvidia's blowout earnings and bullish guidance ignite a broad AI-driven rally, with retail traders cheering the beat while skeptics warn of frothy valuations and circular financing. The market's focus is squarely on whether the AI capex supercycle can sustain the S&P 500's momentum, making NVDA the primary catalyst for index direction.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

MRVL is trending into its upcoming earnings, with traders closely watching Nvidia's results as a sector catalyst and speculating on a potential post-report surge, especially after bullish analyst price target hikes and the recent Google custom-silicon deal. The community sentiment is highly bullish on AI networking and data center demand, with many expecting MRVL to follow Nvidia's move higher.

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 surging after a Q2 beat-and-raise, with revenue/EPS and FY27 guidance topping estimates while management highlights agentic identity as a key growth driver. Traders are buzzing over AI security momentum and possible takeover talk, though some question valuation and flag suspicious pre-earnings options activity.

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Gabelli Equity Trust, Inc. is a non-diversified closed-end management investment company. Its primary objective is long term growth of capital with income as a secondary objective. The fund will invest at least 80% of its assets in equity securities under normal market conditions. The company was founded on May 20, 1986 and is headquartered in Rye, NY.

Gabelli Equity Trust Inc.

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.

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