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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 trending as investors rally behind a reported chip manufacturing partnership with Apple, a catalyst fueling momentum for its domestic foundry business. The community is actively debating the strength of this institutional shift, with many focusing on whether this collaboration and leadership changes will solidify the company's position as a long-term AI infrastructure powerhouse.

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 Corp (SNDK) is experiencing intense investor scrutiny due to its aggressive, parabolic price run, which many community members compare to a bubble and are actively debating against its fundamental valuation. The stock is a focal point for intense sentiment clashes between bulls citing a structural supercycle in memory and AI infrastructure, and bears pointing to technical exhaustion and a potential for a severe, liquidation-driven correction.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending as investors digest positive Phase 3 VELA program data, fueling expectations for a potential best-in-class market position and increased M&A interest. The community is actively discussing the drug's long-term efficacy, upcoming trial readouts, and the strategic positioning of the company ahead of a planned BLA submission.

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 Health is seeing intense trading activity as investors react to a positive analyst price target upgrade and growing excitement over its expansion into the weight-loss peptide market. The community is actively debating the potential for a short squeeze as the stock reclaims key technical levels, with bulls focusing on upcoming regulatory milestones while bears remain skeptical of the sustainability of the recent rally.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are seeing heightened volatility as the community debates whether the stock's sharp decline is a result of manipulative institutional downgrades or genuine concerns regarding long-term AI disruption to its core tax and accounting business. Despite the bearish sentiment, many investors are actively accumulating shares, pointing to strong free cash flow and aggressive stock buyback plans as reasons to believe the current price represents a deep value opportunity.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is seeing heightened volatility as traders actively capitalize on extreme intraday swings, with the community split between 'buying the dip' to play technical bounces and short-sellers betting on a potential bubble burst due to overheated valuation metrics in the semiconductor sector. Sentiment is heavily influenced by speculative reactions to Fed policy, geopolitical tensions in the Middle East, and ongoing debates regarding the sustainability of AI-driven capital expenditures.

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 is facing a significant sell-off as traders aggressively rotate capital away from enterprise software and into semiconductor and hardware-focused AI plays, despite the company's recent strategic $3.6 billion acquisition of AI agent firm Fin. The community is actively debating whether this decline represents an irrational market reaction to a 'SaaSpocalypse' narrative or a genuine valuation reset, with many investors focusing on the company's massive share buyback program and long-term enterprise software durability as potential catalysts for a recovery.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors weigh its role as a strategic domestic leader against the potential impact of ongoing U.S.-China diplomatic discussions regarding critical mineral supply chains. The community remains highly focused on the company's long-term utility in defense and high-tech sectors, with many market participants viewing recent price volatility as a divergence from the stock's fundamental positioning as a key beneficiary of Western industrial and national security policy.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending as investors react to a $1.2 billion investment in a new South Carolina magnet manufacturing facility and ongoing progress toward securing over $1.6 billion in federal CHIPS Program funding. The community is actively discussing the company's role as a domestic supply chain leader, weighing its strategic government partnerships and infrastructure growth against market volatility and potential share dilution concerns.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is seeing increased investor attention ahead of upcoming Phase 3 topline clinical results for its MDD and GAD programs, with community discussions largely focused on data expectations, cash runway, and the potential for regulatory catalysts. While bullish sentiment highlights the company's progress in mental health research, some investors remain cautious, closely monitoring the risk of dilution and management's track record as they approach these critical data readouts.

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Illumina launches StrataMap Spatial Solution, a powerful end-to-end spatial whole transcriptome research solution

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Illumina and SPT Labtech unveil fireflyGO, enabling faster, simpler targeted oncology research

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Illumina, Inc. engages in the development, manufacturing, and marketing of life science tools and integrated systems for large-scale analysis of genetic variation and function. The company was founded by David R. Walt, John R. Stuelpnagel, Anthony W. Czarnik, Lawrence A. Bock, and Mark S. Chee in April 1998 and is headquartered in San Diego, CA.

Illumina Inc

Illumina Stock Surged 6% Today – Here’s Why

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ILMN Stock Price Today - Illumina Inc News, Charts, Retail 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	$1.23	--	--	N/A
Q1 '26	$1.05	$1.15	9.06%	BEAT
Q4 '25	$1.24	$1.35	8.70%	BEAT
Q3 '25	$1.17	$1.34	14.68%	BEAT
Q2 '25	$1.01	$1.19	17.58%	BEAT

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