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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is experiencing significant volatility as investors digest reports that Meta plans to commercialize excess compute, sparking concerns over potential competition and future supply dynamics in the AI infrastructure market. Despite the sell-off, community discussions remain divided between those viewing the move as a narrative-driven overreaction to a structurally supply-constrained sector and others signaling caution regarding long-term customer concentration risk.

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 facing significant downward pressure as investors reassess its scarcity premium following reports that Meta is exploring a cloud business to monetize excess AI compute capacity. While bulls maintain that CoreWeaves long-term contracts and AI infrastructure position remain intact, the community is actively debating whether this signals a structural shift toward hyperscaler-led competition that could compress margins for independent data center providers.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is surging following reports that the company plans to launch a cloud business to monetize excess AI compute capacity, a move interpreted as a strategic pivot to improve capital expenditure efficiency. The announcement triggered sharp selling in smaller infrastructure and 'neocloud' providers as investors weigh the competitive implications of a major hyperscaler entering the compute-as-a-service market.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing intense selling pressure as the market reacts to reports of potential hyperscaler compute supply, while shareholders express growing frustration over management's focus on brand partnerships and high-profile marketing instead of deal-driven revenue. Despite this, bulls are highlighting IREN's recent achievement of NVIDIA Exemplar Cloud status as a validation of its infrastructure quality, setting the stage for a potential structural recovery.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Walt Disney Co. is trending as investors weigh strong box office performance from the Toy Story franchise against persistent market skepticism regarding the company's valuation and long-term growth. While analysts highlight potential catalysts like streaming profitability and theme park monetization, community sentiment remains divided between those viewing the stock as a deeply undervalued long-term hold and critics frustrated by stagnant price performance over the last decade.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull Corp (BULL) is currently seeing heightened community discussion as traders debate its potential for a breakout above the $7 resistance level. While some investors are optimistic about institutional accumulation and long-term expansion efforts, others remain skeptical, citing consistent price pinning and unfavorable comparisons to the performance of competitors like Robinhood.

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 on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing heightened volatility and community debate as investors navigate high short interest and anticipation surrounding upcoming earnings. The stock is currently being driven by a combination of retail-led momentum, technical trading patterns, and speculation regarding enterprise adoption and potential strategic catalysts.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending as institutional interest grows alongside positive analyst sentiment and anticipation for upcoming regulatory developments regarding peptide therapies. Community discussion is heavily focused on the stock's potential for long-term compounding, with many participants actively debating whether recent price action represents a sustainable breakout or a temporary momentum play driven by retail volume.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster Inc. is seeing significant momentum and retail interest as the broader Physical AI and robotics sector gains traction, driven by its strategic role in providing LiDAR and perception hardware for autonomous systems. The community is actively discussing the company's recent expansion of its REV8 digital LiDAR production and its role as a key infrastructure provider, with traders weighing the excitement of these catalysts against the volatility of a stock in rapid price discovery.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is seeing intense market interest driven by its pivotal role as a supplier of indium phosphide substrates, a critical bottleneck component for next-generation AI optical transceivers. While the community is debating the stock's parabolic valuation and the impact of insider selling, discussions remain heavily focused on the company's aggressive production expansion plans and the escalating demand from hyperscalers.

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ICE and NATIVX to Launch Energy-Normalized Compute Futures Contracts

Intercontinental Exchange, Inc. (NYSE: ICE), one of the world's leading providers of financial market technology and data powering global capital markets, and NATIVX, the public exchange for compute, today announced plans to launch GPU compute futures contracts based on NATIVX's COIL Index, which...

ICE to Launch Economic Indicator Futures Contracts

Intercontinental Exchange, Inc. (NYSE:ICE), one of the world's leading providers of financial market technology and data powering global capital markets, today announced the planned launch of its first economic indicator futures contracts tied to global monetary policy decisions and US natural gas...

TD Cowen Remains Bullish on Intercontinental Exchange (ICE)

TD Cowen Remains Bullish on Intercontinental Exchange (ICE...

These stocks are the most oversold after a turbulent week for the market

Intercontinental Exchange and CME were among the most oversold stocks this week amid ongoing concerns over a regulatory spat concerning perpetual futures...

ICE Lags Industry, Trades at a Discount: Here's How to Play the Stock

Intercontinental Exchange expands across data services, mortgage technology and emerging market infrastructure to support long-term growth.

ICE First Look at Mortgage Performance: Mortgage Performance Holds Steady Despite Calendar-Driven Rise in Delinquencies

Intercontinental Exchange, Inc. (NYSE: ICE), one of the world's leading providers of financial market technology and data powering global capital markets, today released the May 2026 ICE First Look at mortgage performance trends. The analysis found that while overall mortgage delinquencies...

CBOE Stock Plunges 28.4% in a Month: Time to Buy the Dip?

Cboe Global leverages record derivatives activity, data services growth and portfolio optimization to fuel long-term expansion.


Former New York Governor Andrew Cuomo Joins OKX-NYSE Venture To Bridge Crypto, TradFi

Andrew Cuomo has joined a new venture between OKX and Intercontinental Exchange aimed at connecting traditional finance with digital assets. The initiative plans to launch a U.S.-regulated brokerage and futures platform.read more...

Intercontinental Exchange and OKX Establish Joint Venture to Bridge Traditional and Digital Asset Markets

Intercontinental Exchange (NYSE: ICE), one of the worlds leading providers of financial market technology and data powering global capital markets, and OKX, one of the worlds largest global blockchain technology company serving more than 120 million customers worldwide, today announced the...

ICE Launches ICE GreenTrace its New Environmental Registry Technology Service

Intercontinental Exchange, Inc. (NYSE:ICE), one of the world's leading providers of financial market technology and data powering global capital markets, and the worlds largest operator of environmental and energy derivatives markets, today announced the launch of ICE GreenTrace, an environmental...

Intercontinental Exchange, Inc. engages in the provision of market infrastructure, data services and technology solutions. It operates through the following segments: Exchanges, Fixed Income and Data Services, and Mortgage Technology. The Exchanges segment operates marketplace technology for the listing, trading, and clearing of derivatives contracts and financial securities, as well as data and connectivity services. The Fixed Income and Data Services segment provides fixed income pricing, reference data, indices, analytics, and execution services as well as global credit default swap, or CDS, clearing, and multi-asset class data delivery technology. The Mortgage Technology segment provides a technology platform that offers digital workflow tools to address inefficiencies and mitigate risks that exist in the US residential mortgage market lifecycle from application through closing, servicing, and the secondary market. The company was founded by Jeffrey C. Sprecher in 2000 and is headquartered in Atlanta, GA.

Intercontinental Exchange Inc

CBOE, CME, ICE, NDAQ Stocks Take A Hit After Kalshi's Bitcoin Perps Approval – TD Cowen Sees Real Risk, But RBC Says It's ‘Manageable’

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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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$1.92	--	--	N/A
Q1 '26	$2.23	$2.35	5.40%	BEAT
Q4 '25	$1.68	$1.71	2.01%	BEAT
Q3 '25	$1.60	$1.71	6.95%	BEAT
Q2 '25	$1.77	$1.81	2.34%	BEAT

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