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Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as retail investors and institutions brace for upcoming earnings, with community sentiment split between intense selling pressure and bullish conviction driven by the company's AI-RAN partnerships. The stock is facing significant volatility ahead of the report, while many traders focus on key technical support levels and potential institutional accumulation.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending following a mixed earnings report where a revenue beat was overshadowed by an earnings miss and margin compression, sparking intense community debate over its pivot toward AI, robotics, and high capital expenditures. Investors and critics are actively clashing over the company's valuation and the feasibility of long-term projects like Robotaxis and Optimus, with many analyzing how these massive infrastructure investments will ultimately impact future profitability.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SPCX is facing significant selling pressure as investors brace for the upcoming lock-up expiration and institutional concerns over heavy cash burn, while the community remains sharply divided between those calling for a short squeeze around upcoming rocket launches and those betting on a further drop toward lower valuation targets.

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 after reporting strong quarterly results highlighted by a significant surge in Google Cloud growth, though the stock faced pressure due to an increase in capital expenditure guidance and investor concerns over AI infrastructure costs. The community is actively debating whether these aggressive investments represent a necessary strategic advantage for future dominance or a near-term margin burden.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors scrutinize its massive capital expenditure on AI infrastructure, which is driving record growth in Google Cloud but simultaneously pressuring free cash flow. While the community remains deeply divided between those betting on the company's long-term dominance in AI and those concerned about the sustainability of its heavy spending and valuation.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath Inc. is currently attracting intense investor scrutiny due to massive trading volumes and ongoing debates over its transition to agentic AI. While the community remains divided between those betting on institutional accumulation and a potential short squeeze against those skeptical of the company's competitive position, market participants are closely monitoring price action and key support levels to determine if the stock can sustain its recent momentum.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber Technologies is seeing renewed investor interest and bullish momentum, largely driven by the high-profile disclosures of significant call option purchases by Nancy Pelosi and continued confidence from institutional investors like Bill Ackman. The market is actively debating the company's long-term potential as a diversified logistics powerhousespanning mobility, delivery, and autonomous partnershipswhile navigating the competitive noise surrounding robotaxi developments and recent strategic acquisition talks.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending after reporting strong second-quarter results that surpassed estimates for both revenue and earnings, with management highlighting significant momentum in AI contract value. Community discussions remain highly polarized as investors weigh the company's solid execution and raised outlook against lingering sector-wide anxiety and concerns regarding enterprise software spending.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is currently a focal point for investors as it navigates significant volatility and technical support testing following recent earnings-related guidance cuts and ongoing concerns regarding platform safety measures. The community remains deeply divided, with some traders betting on a trend reversal fueled by long-term growth potential and share buybacks, while others are aggressively shorting the stock, citing institutional selling, legal overhangs, and persistent lack of GAAP profitability.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance faces renewed volatility as a coalition of U.S. states prepares a lawsuit to block its acquisition of Warner Bros. Discovery, forcing the company to delay the deal's closing while battling regulatory scrutiny. Investors remain divided, with the community closely tracking the potential for a long-term media turnaround versus the immediate risks posed by massive debt and the legal uncertainty surrounding the merger.

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Global Pharmatech, Inc. engages in the discovery, development, manufacturing, and marketing of proprietary drugs developed based on traditional Chinese medicine. Its operations are based in the People's Republic of China with sales distribution in China, Singapore, Malaysia, Indonesia, and USA. The company was founded on June 26, 2001 and is headquartered in Hong Kong.

Global Pharmatech 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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