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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is surging as market sentiment shifts in favor of hyperscalers that successfully balance heavy AI infrastructure spending with accelerating cloud revenue growth. The community is focused on AWS performance and capital expenditure updates, with investors closely watching if the stock can sustain its momentum following similar positive results from other tech leaders.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors closely monitor its upcoming earnings report, with community sentiment divided between bullish expectations for a strong final showing under current leadership and skepticism regarding the company's valuation and reliance on consumer financing. The stock is a focal point for market participants as a key barometer for mega-cap tech, with discussions centering on whether it will maintain its upward momentum or face a correction similar to other major tech stocks.

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 following news that it may restrict Google's access to its platform's data for AI training as their current licensing agreement approaches expiration. While investors are weighing the potential impact on traffic and revenue, the community is actively debating whether this is a genuine breakdown in the partnership or a strategic negotiation tactic by Reddit to secure more lucrative licensing terms.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is surging as traders react to positive signals regarding the CLARITY Act and a broader recovery in the crypto markets. The community is actively debating whether this breakout marks a sustainable reversal or if it will face the typical retracements seen in previous volatility.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending as investors weigh the implications of the company pausing its Bitcoin purchases for five consecutive weeks while simultaneously raising over half a billion dollars through share sales. The community remains deeply divided, with bulls viewing the cash reserves as a strategic buffer and bears expressing concern over potential dilution and the stock's lack of recent Bitcoin accumulation.

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 trending following a supply agreement with Coherent Corp. for Indium Phosphide wafer substrates, a deal that signals strong institutional demand for critical AI data center components. While bulls are focused on the company's long-term growth and its role in scaling optical infrastructure, community members remain sharply divided, with many debating whether the stock's recent volatility represents a healthy consolidation or a significant correction from overvaluation.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox stock is facing significant volatility as investors weigh concerns over user engagement, safety regulation, and platform monetization against an aggressive share repurchase program. The community remains deeply polarized, with bulls viewing current price levels as a generational buying opportunity, while skeptics focus on ongoing legal hurdles, lack of profitability, and potential for further downside.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following the United Arab Emirates' approval of its bladder and lung cancer treatment, ANKTIVA, which significantly expands the company's regulatory footprint. Community members are actively celebrating this international growth as a major catalyst that puts pressure on the U.S. FDA, while many remain focused on holding their positions in anticipation of upcoming earnings and additional global partnership updates.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is generating significant buzz as investors weigh the company's improved delivery guidance and the highly anticipated R2 platform rollout against concerns regarding capital expenditures and market volatility. While the community is actively debating the stock's future profitability and the potential for a short squeeze heading into the next earnings report, sentiment remains divided between those betting on long-term growth through its expanding R-series line and skeptics cautious of ongoing cash burn.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is experiencing significant market volatility driven by its $1.5 billion acquisition of Personalis, which has sparked intense debate over dilution risks and long-term strategic value. The community is actively discussing the stock's high short interest, potential for a short squeeze, and the company's position at the intersection of AI-powered healthcare data and precision medicine.

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Muna Therapeutics Announces CEO Transition as Clinical Pipeline Advances

Muna Therapeutics Announces CEO Transition as Clinical Pipeline Advances Muna Therapeutics Announces CEO Transition as Clinical Pipeline Advances PR Newswire COPENHAGEN, Denmark and BOSTON, June 30, 2026 After leading Muna's evolution into a clinical-stage company, Rita Balice-Gordon, Ph.D., will...

iTeos Therapeutics (ITOS) Upgraded to Buy: Here's What You Should Know

iTeos Therapeutics To Wind Down Operations, Explores Asset Sale: Retail Believes It’s ‘Worth More Selling It Off’

Equity

The company decided to wind down operations as part of a review of strategic alternatives aimed at maximizing shareholder value after its collaboration with GSK plc ended. 

GSK Inks $2B Deal With Boston Pharmaceuticals to Buy Liver Disease Drug

iTeos, GSK End Collaboration On Experimental Cancer Therapy Development: But Retail’s Extremely Bullish

The two companies worked together to assess the Belrestotug + Dostarlimab doublet in treating a specific type of lung cancer.


iTeos Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery and development of a new generation of immuno-oncology therapeutics for people living with cancer. Its pipeline includes EOS-448, Inupadenant, and EOS-984. The company was founded by Michel Detheux in April 2012 and is headquartered in Watertown, MA.

ITeos Therapeutics Inc

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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