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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending after reporting record backlog growth and strong revenue gains, prompting intense community debate over its ability to overcome high cash burn and earnings volatility. Investors are closely monitoring the stock's performance around key sector contracts, with sentiment split between those capitalizing on the rapid price swings and long-term bulls betting on the company's trajectory as a space infrastructure leader.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is facing increased volatility as investors weigh a strong record-breaking quarterly earnings report and raised outlook against concerns that current high-growth expectations are already priced in. While the community is actively debating the impact of semiconductor cyclicality and management's guidance, sentiment remains divided between bulls focused on long-term AI infrastructure demand and bears pointing to technical sell-offs and institutional profit-taking.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as investors weigh the impact of an antitrust lawsuit blocking its merger with Warner Bros. Discovery, with the community actively debating the potential for an out-of-court settlement and the CEO's threat to relocate operations out of California if the deal remains stalled. Sentiment is polarized between those betting on a major turnaround and squeeze and others concerned about the mounting costs of delays, such as potential termination fees.

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday stock surged after reports that private equity firm Silver Lake is in early talks to acquire the company. The news triggered significant volatility and a broader rally in the software sector as investors weigh the potential for a major leveraged buyout against lingering concerns over AI-driven disruption in the SaaS space.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientific is seeing increased investor focus as high-conviction insider buying, including significant purchases by the CEO, signals strong internal confidence despite recent sector-wide volatility. The community is actively debating the stock's valuation as a potential turnaround play, with many eyeing the upcoming earnings report as a critical catalyst for a structural recovery.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending as investors highlight its status as a highly undervalued pure-play cybersecurity stock compared to high-valuation peers like CrowdStrike and Palo Alto Networks. Community sentiment is driven by speculation regarding potential M&A interest from big tech, bolstered by the company's strong balance sheet, advanced AI technology, and a significant equity stake in Anthropic.

York Space Systems, Inc. engages in providing a comprehensive suite of mission-critical solutions for national security, government, and commercial customers. It offers a vertically integrated, full technology stack of solutions including design, production, integration, and operation of spacecraft with turnkey offerings to manage spacecraft and constellations throughout the entire mission lifecycle. The company was founded by Dirk Wallinger in January 2012 and is headquartered in Denver, CO.

York Space Systems Inc

York Space Systems is facing significant downward pressure as investors react to a sharp reduction in revenue guidance and the unexpected departure of its CFO. While some community members see the decline as a potential entry point for a long-term recovery, many are concerned by the lowered outlook, the competitive landscape of the defense space sector, and the stock's recent volatility.

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 shares are surging following the official announcement that the company will join the S&P 500, a milestone that has fueled expectations of significant institutional buying. While many in the community are celebrating the inclusion as a major catalyst for momentum, some traders remain cautious, debating whether the move represents a long-term value opportunity or a potential "sell the news" event prone to fading.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Georgetown, TX.

TSS Inc

TSS Inc. is currently a focal point for investors as the community debates the companys strategic shift toward higher-margin AI infrastructure projects despite ongoing revenue volatility. While some participants express frustration over extreme customer concentration and management's communication, others are actively accumulating shares, citing a massive underlying AI backlog, strategic facility expansions, and a significant reduction in short interest as potential catalysts for a turnaround.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce shares are trending following a fresh bullish initiation from J.P. Morgan, which highlighted the company's underappreciated potential in the generative AI space. The community is actively debating whether these AI features will act as a major growth catalyst or if the stock remains stuck in a broader valuation reset for the enterprise software sector.

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CBRE Global Real Estate Income Fund (NYSE: IGR) Declares Monthly Distributions for July, August and September and Announces a Webinar with Portfolio Management

The Board of Trustees of the CBRE Global Real Estate Income Fund (NYSE: IGR) (the Trust) has declared three distributions of $0.06 per share for the months of July, August and September 2026 ($0.18 per share in total). The following dates apply: Declaration Date Ex-Dividend Date Record Date Payable...

CBRE Global Real Estate Income Fund (NYSE: IGR) Declares Monthly Distributions for April, May and June and Announces a Webinar with Portfolio Management

The Board of Trustees of the CBRE Global Real Estate Income Fund (NYSE: IGR) (the Trust) has declared three distributions of $0.06 per share for the months of April, May and June 2026 ($0.18 per...

CBRE Global Real Estate Income Fund (NYSE: IGR) Declares Monthly Distributions for January, February and March and Announces a Webinar with Portfolio Management

The Board of Trustees of the CBRE Global Real Estate Income Fund (NYSE: IGR) (the Trust) has declared three distributions of $0.06 per share for the months of January, February and March 2026 ($0.18...

CBRE Global Real Estate Income Fund (NYSE: IGR) Declares Monthly Distributions for October, November and December and Announces a Webinar with Portfolio Management

The Board of Trustees of the CBRE Global Real Estate Income Fund (NYSE: IGR) (the Trust) has declared three distributions of $0.06 per share for the months of October, November and December 2025...

CBRE Global Real Estate Income Fund operates as a closed-end management investment company. Its primary objective is high current income and its secondary objective is capital appreciation. The company also engages in investing in real estate securities mainly located in North America, Europe, Australia, and Asia. CBRE Global Real Estate Income Fund was founded on November 6, 2003 and is headquartered in Radnor, PA.

CBRE Global Real Estate Income Fund

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? 
 
Drop a comment with when you expect the first cut/hike to be.

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