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SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences is experiencing significant volatility driven by intense speculation and frustration surrounding the prolonged quiet period for its REGAL Phase 3 trial. While traders remain sharply divided, the dominant discussion focuses on the lack of official updates regarding the trial's final event count and the subsequent impact of algorithmic trading and short-selling on the share price.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Semiconductor stocks are facing significant downward pressure as traders react to warnings from AI industry leaders calling for a slower pace of development to establish safety guardrails. While some investors view the sell-off as an emotional, sentiment-driven reset creating a buying opportunity, others are concerned about a potential shift in future AI infrastructure spending.

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 shares are trending as traders weigh an aggressive AI infrastructure buildout and rising restructuring costs against the surprise cancellation of Executive Chair Larry Ellison's multi-billion dollar stock sale plan. While bulls view the plan's termination as a sign of confidence and a potential catalyst for a short squeeze, skeptics express concerns over high debt levels and broader market uncertainty regarding the pace of AI development.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending as investors react to the company's strong revenue backlog and positive sentiment surrounding AI compute demand, with many participants citing the recent OpenAI GPT-6 Astra release as a key catalyst. While traders debate the stock's high debt load and insider selling activity, sentiment is divided between bulls optimistic about the long-term AI infrastructure buildout and skeptics concerned about valuations and market volatility.

The Elmet Group Co. engages in the provision of precision-engineered components. The firm offers its products and solutions to aerospace, defense, industrial, medical, semiconductor, electronics, energy industry and also the government. It operates through the Critical Materials Components and Engineered Microwave Products business divisions. The company was founded on September 13, 2024 and is headquartered in Portland, ME.

Elmet Group Co. (The)

The Elmet Group

Elmet Group shares are trending following a $450 million U.S. government investment and a $2 billion Defense Logistics Agency contract to bolster domestic tungsten supply chains. While some traders express concern over potential dilution from warrants and financing structures, many community members maintain a bullish outlook, viewing the company as a long-term strategic player in the defense sector.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology shares are trending lower as investors react to concerns over a potential industry-wide slowdown in AI development, following calls for increased safety testing and regulatory oversight. While some traders view the decline as an overreaction and a buying opportunity given ongoing secular demand for AI infrastructure, others remain cautious amid broader macroeconomic headwinds and upcoming Federal Reserve policy decisions.

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 traders weigh competing narratives regarding the impact of industry-wide calls for an AI development slowdown; while some investors fear this signals a potential cooling of massive AI infrastructure capital expenditures, others view the pullback as a buying opportunity, maintaining that the long-term demand for compute remains robust. Market sentiment is further complicated by broader macroeconomic headwinds, including rising Treasury yields and energy prices, which are pressuring high-multiple technology stocks.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble shares are receiving significant attention as traders debate the potential impact of a massive $13.7 billion compute deal with Anthropic, with many interpreting recent price volatility as a setup for a potential short squeeze given the stock's high short interest and limited float. While some investors view the partnership as a transformative development for the company's AI infrastructure ambitions, others express frustration over the company's management and skepticism regarding the financing and execution of the associated data center projects.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductor stocks are facing volatility as traders weigh calls for a slower pace of frontier AI development against robust underlying demand for AI infrastructure. Market participants remain divided, with some betting on a continued growth cycle supported by data center builds, while others express concern over potential regulatory hurdles and the sustainability of massive AI capital expenditures.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is trending following positive Phase 3 topline results for its GAD treatment, DT120, which successfully met its primary and secondary endpoints. While many traders are optimistic about the upcoming NDA filing and the company's clinical pipeline, some community members express caution regarding the sustainability of the current valuation and the potential for volatility.

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GreetEat Corp. is a tech platform that turns virtual meetings into shared dining experiences. Through integrations with services like Uber Eats, users can host video calls and send food directly to guests—ideal for remote lunches, team events, and virtual happy hours.

Headquartered in Reno, Nevada, GreetEat is redefining how people connect over food in a digital world.

GreetEat Corp.

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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