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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

Sandisk is experiencing significant volatility as investors debate whether the recent sharp pullback is a healthy correction after a parabolic year or the start of a deeper structural shift amid competition concerns. Community discussion is sharply divided between bulls focused on robust AI memory demand and long-term earnings potential, and bears who are aggressively pointing to technical breakdowns and the perceived threat of cheaper alternative suppliers.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is facing significant selling pressure amid concerns regarding its involvement in massive circular financing deals and the sustainability of AI-related capital expenditures. While community sentiment is deeply polarized between those calling it a long-term AI foundation and others labeling it a bubble, investors are closely watching technical support levels as the stock navigates a broader tech sector rotation.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is currently seeing heightened community debate as traders monitor critical resistance levels and legislative updates regarding the Clarity Act. Investors are closely watching for potential breakouts while weighing the influence of institutional capital and broader market liquidity on near-term price direction.

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

Capricor Therapeutics is trending due to a sharp decline triggered by FDA briefing documents that challenge the statistical integrity and efficacy of its DMD candidate, deramiocel. Investors are currently polarized, with bulls pointing to the company's rebuttal regarding the FDA's use of an obsolete analysis plan, while bears remain focused on the regulator's concerns regarding protocol changes and trial results ahead of the upcoming Advisory Committee meeting.

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 weigh strong AI demand and institutional bullishness from recent analyst upgrades against ongoing volatility driven by debt concerns and high levels of insider share sales. While community members remain divided between the potential for a massive short squeeze and frustrations over lackluster price performance, many are closely watching whether recent support levels will hold as hyperscalers signal continued aggressive investment in third-party compute infrastructure.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is trending due to its recent entry into the U.S. Army's next-generation tactical truck competition, a move that investors and the community are viewing as a major pivot toward securing high-value defense contracts. While shareholders are actively debating the company's long-term transformation and supply chain hurdles, conversation remains heavily focused on whether this contract win or upcoming earnings will provide the leverage needed to break through key resistance levels.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares are trending as part of a broad semiconductor and memory sector pullback, with the community debating whether this volatility is a structural change in AI-driven demand or merely a temporary unwind of overextended positions. While many investors express frustration over sharp price declines, bulls argue that the long-term fundamentalsfueled by ongoing AI storage requirements and enterprise data needsremain intact, creating potential accumulation opportunities for patient holders.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Singapore.

Seagate Technology Holdings Plc

Seagate Technology is experiencing significant volatility as investors weigh the stock's strong year-to-date performance against broader semiconductor sector profit-taking and looming earnings expectations. The community remains deeply divided, with some investors betting on continued AI infrastructure demand to drive further upside, while others warn of potential downside risks linked to storage market competition and technical overextension.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is experiencing heightened investor attention as market sentiment shifts toward a potential turnaround, fueled by founder Thomas Siebel's return to the CEO role and significant insider purchases. The community is actively debating the stock's high short interest and the potential for a squeeze, while monitoring how upcoming earnings and evolving enterprise AI adoption metrics will impact the company's valuation.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy Corp 

Centrus Energy is trending as investors monitor its strategic role in the U.S. nuclear fuel supply chain amid AI-driven energy demand and government contract milestones. Community discussion centers on the company's long-term potential as a domestic HALEU provider, with many debating whether recent price volatility represents a bottoming phase or ongoing sector fatigue.

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Grandstand to Report 2026 Second Quarter Results on August 13 and Host Conference Call and Webcast

Grandstand Limited (Nasdaq: GRSD) (Grandstand or the Company), the intelligence layer of sports, gaming and entertainment, today announced it will release its 2026 second quarter results after the market close on Thursday, August 13, 2026, and host a conference call and simultaneous webcast at 4:30...

Grandstand Ltd. is a marketing company, which engages in the provision of digital marketing services for the online gambling industry. It focuses on iGaming and sports betting. The company was founded by Charles Gillespie and Kevin McCrystle on July 26, 2006 and is headquartered in St. Helier, the United Kingdom.

Grandstand Ltd.

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

The Fed's July 28-29 meeting has markets debating a hold versus a hike, not a cut, with CME FedWatch pricing roughly a 65% chance of no change and rising odds of a September rate increase amid inflation running well above the 2% target. What do you expect the Fed to decide? Drop a comment with when you expect the first cut/hike to be.

What do you expect the Fed to decide at its FOMC meeting?  
 
Drop a comment with when you expect the first cut/hike to be.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.00	--	--	N/A
Q1 '26	--	$0.09	--	N/A

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