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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies shares surged after the company reported record second-quarter results and significantly raised its full-year revenue and profit guidance, driven by explosive demand for AI-optimized servers. While some traders expressed caution regarding the company's reliance on supplier financing and potential execution risks related to its massive order backlog, retail sentiment remains overwhelmingly bullish on the stock's AI infrastructure growth narrative.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab's shares rallied sharply following an earnings beat, raised full-year guidance, and strong commercial traction for its AI-powered platform. Traders are closely monitoring the stock's ability to maintain these gains above key technical resistance levels, noting that increased demand for AI-integrated development tools acts as a durable secular tailwind for the company.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

Cleanspark is seeing significant volatility as traders debate the impact of high short interest and market manipulation, while bulls highlight the company's expansion into AI data centers and its substantial Bitcoin treasury as long-term catalysts. Despite these potential value drivers, sentiment remains divided, with some investors expressing frustration over recent price declines and lack of transparency regarding new tenant agreements.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and social media users weigh the impact of escalating military tensions with Iran and broader economic concerns, including rising bond yields and inflation, on the company's valuation. Community discussion is characterized by sharp ideological polarization between supporters of the former President and critics who question the company's fundamentals and the current political climate.

Stellantis NV engages in the designing, engineering, manufacturing, distributing, and selling of vehicles and components. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys brands. The company was founded on April 1, 2014 and is headquartered in Hoofddorp, the Netherlands.

Stellantis N.V

Stellantis is trending as investors weigh the stock's multi-year lows and deep value valuation against concerns regarding weak North American demand, inventory levels, and a series of analyst downgrades. The community remains divided between those viewing the current price as a generational accumulation opportunity ahead of a potential 2027 recovery and those wary of further downside risk amid tariff headwinds.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending due to rising oil prices driven by escalating geopolitical tensions and fresh U.S. military strikes on targets near the Strait of Hormuz. Traders are actively debating the potential for further price spikes, with many monitoring the impact of Middle East conflict on global supply and inflation, while others speculate on the likelihood of future ceasefire or diplomatic developments.

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 receiving significant attention following the announcement of a revised convertible note exchange agreement, which fixes the share count and utilizes cash to reduce dilution. While some traders view this move as a positive stabilization step, the community remains divided, with ongoing debates regarding the company's long-term business strategy, short interest levels, and potential for a short squeeze.

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

Markets are trending lower as escalating military conflict in the Middle East and rising oil prices fuel investor concerns over inflation and potential interest rate hikes. Traders are closely monitoring Treasury yields, which have reached levels not seen since 2007, as the community debates whether the current economic environment points toward a significant market correction.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is experiencing high volatility as investors weigh strong earnings and upbeat guidance against concerns over premium valuations and decelerating organic growth. While leadership highlights cybersecurity demand as a durable tailwind for the AI era, some traders remain skeptical, citing elevated price-to-earnings multiples and recent acquisition-heavy growth as reasons for a potential pullback.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is trending amid intense debate over the upcoming Clarity Act vote and persistent concerns regarding monthly escrow token unlocks, which many traders argue exert downward pressure on the price. While some investors remain bullish on institutional adoption and potential price catalysts, others express skepticism, viewing the asset as a speculative instrument vulnerable to dilution and manipulation.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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GEROVA Financial Group Ltd. engages in the property and casualty insurance and reinsurance services. The company was founded on March 22, 2007 and is headquartered in Hamilton, Bermuda.

Gerova Financial Group Ltd.

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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