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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 is trending as investors react to a wave of positive sentiment surrounding its expanding AI cloud partnerships and data center growth, with the community actively debating whether the stock's recent rebound signals a long-term breakout or a temporary relief rally. Market participants are closely watching the stock's ability to hold key technical levels, while discussions remain polarized between those confident in its AI-driven infrastructure trajectory and skeptics citing high debt levels and historical volatility.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Investors are intensely focused on a major share unlock event where nearly a billion insider and employee shares become eligible for sale, sparking an aggressive tug-of-war between bears predicting a sharp drop and bulls banking on long-term growth. While many traders expect the sudden expansion of the public float to trigger heavy selling pressure, the community remains deeply divided over whether the dip has been priced in or if the stock is headed for further volatility.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is seeing a massive surge in community interest following a blowout earnings report that featured record revenue growth and raised annual guidance, fueling intense speculation of a short squeeze among retail investors. The discussion is heavily focused on the company's strong balance sheet, improving margins, and the potential for a gamma squeeze as traders eye the significant open interest and high short float.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending due to the official closing of its SkyWater Technology acquisition and the release of strong second-quarter earnings that surpassed analyst revenue estimates. The community is actively debating the company's long-term valuation, the strategic value of its vertical integration into chip manufacturing, and its ongoing role in government-backed quantum initiatives.

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

AppLovin shares are experiencing significant volatility following a mixed earnings report where revenue fell slightly short of analyst expectations, leading investors to re-evaluate the company's premium valuation despite continued strong profitability. The community remains deeply divided, with some traders framing the price drop as an emotional overreaction and a buying opportunity, while others express concern that the software sector is facing broader pressure and slowing growth momentum.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is experiencing significant market optimism driven by a robust pipeline in cardiometabolic treatments, which has solidified its position as a dominant leader in the obesity and diabetes sector. Investors are actively discussing the company's aggressive acquisition strategy, such as the potential buyout of AtaiBeckley, and its ongoing competitive edge against industry rivals.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is experiencing heightened volatility and community debate as investors brace for the upcoming earnings report, with sentiment divided between those anticipating a major short squeeze and others concerned about margin pressures and sector competition. The stock is currently a focal point for active trading, as participants closely monitor institutional volume and distribution trends to gauge whether the company can sustain its growth narrative against broader market headwinds.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is experiencing significant downward pressure as investors rotate out of growth-oriented AI infrastructure stocks, compounded by concerns over margin compression and recent insider selling. Despite a record backlog and ongoing data center demand, the community remains divided between those viewing the steep sell-off as a prime long-term accumulation opportunity and those frustrated by persistent execution delays and management's inability to translate contract wins into immediate profitability.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending as investors weigh an expanded commercial agreement with AT&T against ongoing broader market volatility that has impacted high-beta technology stocks. The community is actively debating the company's long-term commercial potential and upcoming financial results, with sentiment split between optimism over enterprise partnerships and skepticism regarding current valuations.

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 trending following a massive earnings beat and the announcement of a significant $14 billion share buyback program, driving heated debate between investors focused on the company's robust data center growth and bears concerned about potential cooling in memory cycles and valuation concerns. The community is actively discussing the stock's high volatility as institutional activity and options positioning fuel sharp, immediate price swings following the release.

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Why Are ORCL, BE Stocks Falling Today?

Equity

Oracle and Bloom Energy shares fell after New Mexico rejected, for a second time, a permit needed for a pipeline serving Oracle's Project Jupiter AI data center.


5 Environmentally Friendly Energy ETFs Up At Least 35% YTD: Here's Why 

Clean energy ETFs are soaring in 2026 as the Iran war boosts renewable adoption, energy security efforts and global green investments.

Best-Performing ETFs of April 

April's ETF winners surged on oil rally, AI boom and strong earnings. Hydrogen, semis, AI, meme and cannabis funds led the charge.

4 Best-Performing ETF Areas of Last Week

Cannabis, semis, crude & hydrogen ETFs led last week as AI momentum, policy boost and Middle East tensions shaped market trends.

Goldman's Playbook Amid Iran War: ETFs to Follow

Goldman sees more upside as earnings stay strong and geopolitics fade. Here are ETF areas -- from broad market to clean energy -- to ride the rally.

BE Vs FCEL: Which Renewable Energy Stock Is A Better Bet Amid AI Boom?

Bloom Energy has garnered significant attention from Wall Street, while FuelCell Energy has been on the retail radar.

Hydrogen ETF (HYDR) Hits New 52-Week High

Global X Hydrogen ETF hits a 52-week high, up 214%. Clean energy demand and AI-driven power needs could fuel further upside ahead.

Top-Performing ETFs of Last Week 

ETFs rallied last week on easing Iran war fears, strong earnings and crypto buzz, even as Strait of Hormuz risks linger.

Best-Performing ETFs of October 

October's top ETF gainers included the likes of AMDU, ARGT, WGMI and HYDR. These ETFs soared as AI, crypto, and reform optimism drove markets higher.

Best-Performing ETFs of Last Week

Despite the U.S. govt shutdown, ETFs like MSOS, WEED, HOOW, HYDR, BKCH & SATO surged last week, driven by rallies in cannabis, hydrogen & crypto.

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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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