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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 facing significant downward pressure following mixed Q2 results where a revenue beat was overshadowed by an earnings miss and declining margins, fueling community debate over the company's aggressive spending on AI and robotics. Traders are currently engaged in a heated tug-of-war, with many investors expressing skepticism over long-term profitability while others view the pullback as a buying opportunity based on Tesla's transition into an AI-focused infrastructure and autonomy platform.

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 facing downward pressure despite a strong earnings beat, as investors scrutinize significantly higher capital expenditure guidance and the sustainability of near-term margins. The community is actively debating whether these aggressive investments in AI infrastructure are a necessary move for long-term dominance or a signal of diminishing returns and escalating costs.

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 following a strong quarterly earnings report featuring a double beat on revenue and EPS, alongside an increased subscription revenue outlook that helped challenge bearish sentiment. Community discussion is heavily focused on the company's AI monetization milestones and whether this performance signals a broader stabilization for enterprise software stocks amid ongoing volatility.

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 investors weigh its pivot toward AI-integrated network infrastructure against recent broad-market selloffs that have pressured the stock. The community is actively debating whether current price levels represent a deep-value buying opportunity or a bear trap ahead of the upcoming earnings release.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors scrutinize its aggressive AI infrastructure spending, with the market weighing record revenue growth against concerns over negative free cash flow and ballooning capital expenditure. Community discussions are heavily focused on the company's ability to monetize its massive cloud backlog and the broader impact of this AI arms race on the entire semiconductor supply chain.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is currently facing heightened volatility and selling pressure as investors grapple with the company's long-term commercialization timeline and recent insider share sales. While some community members are expressing frustration over the lack of near-term revenue and consistent price declines, others remain committed to the long-term thesis, citing the recently announced partnership with Honda and progress on manufacturing milestones as key indicators of underlying potential.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is facing intense community scrutiny and selling pressure following the abrupt departure of several senior executives and a significant insider stock sale by CEO Jeff Thompson. Investors are actively debating the company's internal stability and leadership transparency, with discussions centered on whether these exits signal a deeper organizational crisis or a necessary pivot toward its defense-related contracts.

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 due to a major partnership with Anthropic involving a multibillion-dollar investment and significant infrastructure commitments, fueling community excitement over its growing AI ecosystem. Investors are closely monitoring the stock ahead of an upcoming product event and broader market sensitivity to hyperscaler capital expenditure spending.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as investors react to key leadership changes within AWS and analyze the impact of massive AI infrastructure spending on cloud growth. The community remains focused on the company's ability to maintain high margins during this intensive buildout phase, while debate continues over how its diverse business ecosystem positions it relative to other hyperscalers.

ProShares Trust - ProShares UltraPro Short QQQ -3x Shares

ProShares UltraPro Short QQQ

Investors are actively debating the potential for a market correction as they navigate heightened geopolitical tensions involving Iran, rising inflation data, and concerns over an AI-driven tech sector bubble. The community remains deeply divided, with some traders scaling into SQQQ as a hedge against volatility, while others caution against the structural decay of inverse ETFs and continue to prioritize the bullish AI growth narrative.

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Global Business Travel Group, Inc. operates as a business-to-business travel platform. The firm provides software and services to manage travel, expenses, and meetings and events for companies of all sizes. It offers business travel solutions, simplified travel management, and business consulting services. The firm also provides global service solutions, automated booking, diverse options, system integration and specialized traveler care. It offers Expert Auditor, Expert Care and the Business Travel App. The Expert Auditor travel program guides travelers to company-approved providers and destinations before they book a trip. Expert Care is a global proactive service featuring risk alerts and direct communications during a disruption. The company was founded in 2014 and is headquartered in New York, NY.

Global Business Travel Group Inc - Ordinary Shares - Class A

Amex GBT Reportedly Mulls Potential Sale, Retail Turns Bullish

Equity

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.06	--	--	N/A
Q1 '26	$0.04	$0.10	130.77%	BEAT
Q4 '25	$0.07	--	--	N/A
Q3 '25	$0.06	-$0.13	-323.12%	MISSED
Q2 '25	$0.06	$0.03	-48.35%	MISSED

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GBTGGlobal Business Travel Group Inc - Ordinary Shares - Class A

Upcoming Earnings: Q2 '26

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