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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

Microns strong earnings beat and raised outlook, supported by AI-driven memory demand, are prompting a sell-the-news debate as the shares barely respond. Traders disagree over whether results were already priced in and higher capital spending and memory-cycle risks outweigh optimism about tight supply and sustained demand.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Microns earnings beat and optimistic outlook for AI-driven memory demand are the main focus, with traders looking to the results as a read-through for Sandisks NAND business. Bulls expect a sympathy move on tight memory supply, while others are frustrated by SNDKs muted price reaction and warn that high expectations, valuation concerns, and broader risk-off conditions could weigh on the stock.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Wells Fargos characterization of rising AppLovin Pixel installs as a false startarguing that many new storefronts show little measurable traffichas fueled concern about the companys e-commerce expansion and weighed on shares. Traders dispute the analysis and call the selloff an overreaction, while others worry about slowing growth, competition from Unity, and the stocks continued weakness.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

XRPN is drawing attention after traders reported that Evernorths business-combination vote passed, prompting a sharp rally as they await official results, redemption details, and the closing timeline. Discussion also centers on XRPNW warrants: some see leverage to a successful close, while others note they are not yet exercisable and could create future dilution.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

A SemiAnalysis report that OpenAIs latest Ultrafast model tier reportedly runs on Nvidia GPUs rather than Cerebras hardware has raised concerns about Cerebras major customer relationship; the claim is unconfirmed, and traders debate whether it affects the companys existing commitment. Expected insider share unlocks and selling are adding to the bearish pressure, while some investors view the decline as a buying opportunity.

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

Alphabets reported Gemini 4 Argon release and strong claimed benchmarks are driving attention, with bullish traders viewing the model as evidence Google can compete in frontier AI. Others question the benchmarks and the stocks ability to hold gains, amid sharp price swings and some discussion of Googles planned AI-chip test in space.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu said it is not pursuing a Monzo deal after reports of acquisition talks, putting the rumored UK expansion back in focus. Traders are split: some welcome avoiding a costly, potentially dilutive purchase, while others are disappointed by the loss of a possible route into Europe; the rumor and clarification have fueled volatile trading discussion.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

New 24-month HOPE-3 extension data for Capricors Duchenne therapy deramiocel, showing slower upper-limb decline, has driven attention and optimism about the pending FDA decision. Traders debate whether the open-label results address the FDAs earlier statistical concerns, while short-squeeze claims remain speculative.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

A Delaware judge ruled that Liquidias Yutrepia infringes two valid United Therapeutics patent claims, driving a steep selloff as traders weigh possible restrictions on the drugs availability and the companys planned appeal and removal of the PH-ILD indication. The community is split between calling the ruling a major threat to the business and viewing the drop as an overreaction, with uncertainty over the courts remedies fueling speculation and volatility.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes BLA submission for sonelokimab in hidradenitis suppurativa, covering adults and patients 12 and older, is the main catalyst. Traders view the filing as an important milestone but note the muted share reaction and lack of detail on priority review, while awaiting FDA acceptance and a review timeline.

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Aetherium Acquisition Corp. operates as a blank check company. It was formed for the purpose of acquiring, engaging in a share exchange, share reconstruction and amalgamation with, or engaging in any other similar business combination with one or more businesses or entities. The company was founded on April 15, 2021 and is headquartered in Greenwich, CT.

Aetherium Acquisition Corp - Ordinary Shares - Class A

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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