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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is surging following a blowout quarterly earnings report that exceeded revenue and profit expectations, driven by accelerating US commercial growth and robust enterprise demand for its AI platform. The community is actively debating the company's long-term valuation and market position, with bullish investors celebrating the stock's operational momentum while skeptics remain focused on potential risks and valuation concerns.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following a 1.4 billion dollar convertible debt exchange that will result in share dilution, sparking intense debate among investors over management's long-term strategy and the impact on shareholder value. The community is sharply divided, with bulls viewing the debt reduction as a necessary step for potential acquisitions like eBay, while critics argue that the move and the broader leadership strategy continue to prioritize institutional interests over individual shareholders.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending as investors weigh strong core advertising momentum and subscription growth against persistent operational concerns and skepticism surrounding its heavy investment in hardware. The community remains divided, with bulls pointing to potential turnaround metrics while bears focus on significant legal headwinds and a lack of confidence in leadership to drive sustained value.

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 the stock surges following a blowout earnings report that highlighted accelerating AWS growth and robust demand for AI infrastructure. The community is actively discussing the company's record-breaking single-day gains and weighing whether this momentum will propel the stock to test the 300 level.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is trending as investors weigh its robust quarterly earnings beat and record backlog against concerns regarding margin pressure from tariff impacts. The community is actively debating whether the stock's status as a key play for data center infrastructure growth justifies its current valuation or if institutional profit-taking is imminent.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending as investors debate the impact of manufacturing investments on earnings, while the community focuses on strong Briumvi revenue growth and potential M&A activity within the biotechnology sector. Analysts remain largely bullish on the company's long-term commercial execution and expanding pipeline, despite some volatility around earnings reports and short-interest activity.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is experiencing high volatility as investors weigh strong monthly delivery figures and international expansion efforts against ongoing macro-economic pressure and broader negative sentiment toward Chinese ADRs. While the community remains divided between those frustrated by persistent downward price action and those holding long-term for potential breakthroughs in AI-driven mobility, robotics, and flying car technology, the stock continues to be a focal point for debates over valuation relative to its aggressive technology roadmap.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Space Solutions segment consists of space infrastructure, advanced space technology, science systems and mission services. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager Technologies is trending due to a significant Q2 earnings beat and a major guidance raise, fueled by record bookings and backlog growth in its space infrastructure and defense segments. Investors are actively debating the company's ability to scale profitability and capitalize on its expanding government contracts, with many noting the stock's recent price momentum and its pivot from speculative potential to tangible delivery.

Select Sector SPDR Trust (The) - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

The Energy Select Sector SPDR Fund (XLE) is currently experiencing high volatility as investors weigh conflicting reports of a potential U.S.-Iran peace deal against the physical reality of critically low global oil inventories and damaged energy infrastructure. The community is actively debating whether the recent price dips represent a tactical entry point into an essential sector or the beginning of a larger sell-off driven by geopolitical headline risk and sector-wide profit-taking.

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

The S&P 500 continues to reach all-time highs as broad market momentum and strong technology sector earnings fuel investor enthusiasm. The community remains deeply divided, with some traders aggressively chasing gains through speculative call options, while others express skepticism and frustration over market volatility, geopolitical instability, and concerns regarding potential manipulation.

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Advisorshares Trust - AdvisorShares Gerber Kawasaki ETF

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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