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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

Alphabet is seeing volatile price action as investors weigh an impressive revenue and earnings beatdriven by explosive 82% growth in Google Cloudagainst concerns over massive capital expenditure increases. While the community is debating whether these aggressive AI infrastructure investments are a necessary engine for long-term dominance or a drag on near-term margins, bulls are pointing to the record-breaking usage of Gemini and a massive contracted backlog as proof of sustainable demand.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing significant downward pressure as investors react to a disappointing earnings report, highlighted by compressed margins and negative free cash flow driven by aggressive AI and robotics spending. While the community remains deeply polarized, discussions are heavily focused on the viability of future product timelines like the Robotaxi and Optimus, with some traders debating potential M&A scenarios with SpaceX while others warn of further valuation corrections.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors scrutinize its surging capital expenditures directed at AI infrastructure, even as the company delivered a significant earnings and cloud revenue beat. Market conversation is currently polarized between bulls who view the heavy spending as a necessary foundation for long-term growth and bears concerned about potential margin compression and the sustainability of record AI-driven backlogs.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is currently trending due to intense volatility and significant downward pressure as investors grow increasingly concerned about the massive upcoming share unlock event in August. The community remains deeply divided, with bulls viewing the current price as an historic buying opportunity ahead of key launch and earnings catalysts, while bears warn of a looming supply flood that could drive the stock to significantly lower levels.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is driving intense market conversation following a solid double-beat earnings report that highlighted strong AI monetization, with its AI annual contract value recently crossing the $1 billion milestone. The community is actively debating whether ServiceNow is successfully positioning itself as an essential enterprise 'AI control tower' despite broader software sector volatility and concerns regarding valuation and margin pressures.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is experiencing significant downward pressure and a 52-week low as investors grow frustrated with the lack of commercial revenue and the pace of the company's manufacturing roadmap ahead of its earnings report. While the community remains deeply divided between long-term bulls highlighting new partnerships and the technological potential of ceramic separators, and bearish voices focusing on insider selling and the long lead time to mass production, market participants are bracing for volatility around the upcoming financial update.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund (USO) is trending as traders debate the impact of escalating Middle East tensions, specifically recent Houthi maritime threats and potential Strait of Hormuz disruptions, against ongoing speculation regarding diplomatic ceasefires. Community sentiment is deeply divided, with many market participants actively discussing the risk of supply-driven price spikes versus the possibility of a tactical reversal driven by geopolitical deal-making.

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 as the community prepares for a critical July 29 FDA advisory committee meeting and a subsequent PDUFA date in August, with investors closely monitoring regulatory label negotiations and potential patent litigation. Supporters are emphasizing the strength of the HOPE-3 clinical trial data and the company's recent expansion into a major new facility as key catalysts for potential long-term value, despite ongoing volatility driven by intense short-selling activity and skepticism regarding patent claims.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is capturing significant community attention as investors await the upcoming earnings report, with sentiment divided between concerns over data center layoffs and optimism surrounding its foundry strategy and potential AI infrastructure partnerships. Traders are closely monitoring the stock's volatility and positioning ahead of the release, debating whether recent price fluctuations represent a sustainable turnaround or a temporary relief rally.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Arrowhead Pharmaceuticals is trending due to the robust Phase 3 data for plozasiran in treating severe hypertriglyceridemia, which demonstrated significant reductions in triglycerides and acute pancreatitis risks. The community is actively discussing these positive results as a fundamental re-rate for the company, while simultaneously debating its potential for future acquisition and the broader, multi-indication promise of their RNAi delivery platform.

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Short Interest in Intchains Group Limited Unsponsored ADR (NASDAQ:ICG) Increases By 27.7%

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Intchains Group (NASDAQ:ICG) Announces Quarterly Earnings Results

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Intchains Group Ltd. is an ASIC chip design company, which engages in providing integrated solutions consisting of high-performance ASIC chips, and ancillary software and hardware for blockchain applications. It also utilizes a fabless business model and specializes in the front-end and back-end of IC design. The company was founded in December 2017 and is headquartered in Shanghai, China.

Intchains Group Ltd - ADR

Bullish 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	-$0.03	--	--	N/A
Q1 '26	-$0.02	--	--	N/A
Q4 '25	-$0.01	-$0.15	-2913.50%	MISSED
Q3 '25	-$0.01	$0.09	837.40%	BEAT
Q2 '25	$0.06	$0.04	-28.18%	MISSED

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ICGIntchains Group Ltd

Latest Earnings Results: Q1 '26

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