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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 trending as investors closely watch its upcoming earnings report, with the community actively debating whether the company's valuation reset creates a buying opportunity or if persistent SaaS sector fears will trigger further downside. Market participants are split between those betting on an AI-driven rebound and those cautious of potential guidance misses amid broader concerns about enterprise software demand.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging following a preliminary business update that highlighted a massive beat in gross margin guidance and over $60 billion in new orders, signaling strong AI infrastructure demand. The community is actively debating whether this news marks a genuine fundamental shift that warrants a short squeeze or if the company's past governance concerns and history of volatile trading make this move another temporary pump.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is seeing massive, unusual trading volume that has sparked a fierce debate among investors over whether the activity signals institutional accumulation or a coordinated short-squeeze setup against high short interest. Market participants are intensely focused on the company's pivot to agentic AI, with sentiment split between skepticism over sector-wide software pressure and bullish confidence in the stock's fundamental valuation.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending as investors debate the potential long-term value of its data-licensing partnerships versus the risk of restricted search traffic. The community is actively weighing in on whether the pullback presents a strategic buying opportunity before earnings, with many users highlighting the high institutional ownership and the platform's critical role in training AI models.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernova is trending as investors weigh strong demand in power infrastructure against a recent earnings miss, with the community actively debating whether to buy the dip or exercise caution amid high valuation concerns. The stock remains a focal point for those tracking the AI data center buildout, as market participants monitor backlog growth and energy-constrained infrastructure tailwinds despite short-term volatility.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is rallying as investors react to the company securing $70 million in new defense and autonomous technology orders, signaling strong execution and rising demand for its drone security solutions. The stock is seeing significant volume and community enthusiasm, with many retail traders actively discussing the potential for a short squeeze given the elevated short interest and the company's momentum heading into its next earnings report.

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 Inc. is trending as investors react to reports of a delay in its flagship Gemini 3.5 Pro model, fueling concerns about the company's AI execution and competitive positioning against OpenAI and Anthropic. The market is also heavily focused on Alphabet's upcoming earnings report, with intense discussion surrounding whether the company's massive AI capital expenditures are effectively translating into cloud growth and sustainable product monetization.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing extreme volatility as traders weigh the company's high-speed AI inference capabilities and major partnership with OpenAI against concerns regarding heavy insider selling, post-IPO lockup expirations, and intense competition in the AI hardware space. Community discourse remains sharply divided, with bulls highlighting the technological advantages of wafer-scale architecture while bears point to unsustainable valuations, client concentration risks, and the potential for further price erosion.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

Aurora Innovation is trending as the community eagerly anticipates the upcoming launch of its second-generation driverless trucks and the removal of safety observers. Investors are actively discussing the stock's long-term potential as a leader in autonomous freight while closely monitoring price action and technical support levels ahead of earnings.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is currently a focal point for investors as they await earnings results, with the market actively debating the company's aggressive capital expenditure on AI infrastructure and its potential impact on broader hyperscaler valuation. Community sentiment is divided, with many traders closely monitoring whether Google's investments will generate clear monetization, while concerns over competitive threats and internal model development delays contribute to heightened volatility.

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The Zacks Analyst Blog Highlights IGF, GRID, PAVE and IFRA

Infrastructure ETFs are gaining attention as electrification, grid upgrades and renewable energy investments drive long-term demand beyond AI.

Beyond Cloud: 4 Infrastructure ETFs for the Tech-Wary Investor 

 Infrastructure ETFs are gaining momentum as grid upgrades, EV charging expansion and decarbonization fuel demand beyond AI.

NEE Stock Gains Attention: CEO Flags ‘Accelerating’ US Electricity Demand 

Equity

Speaking on the first-quarter earnings call, Ketchum said utilities must quickly expand capacity while keeping electricity affordable.


Bloom Energy Stock Pauses After Record Run Fueled By AI Infra-Demand - Here’s The Catalyst That Is Driving Downside In Premarket

Analysts’ consensus price target on the stock is $53.58, implying roughly 41% downside from Wednesday’s close


Is iShares U.S. Infrastructure ETF (IFRA) a Strong ETF Right Now?

Should You Invest in the First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID)?

Should You Invest in the Global X U.S. Infrastructure Development ETF (PAVE)?

iShares Trust - iShares Global Infrastructure ETF

Bearish 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? 
 
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