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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending amid a decline in share price that has fueled intense frustration among traders regarding the company's valuation, lack of upward momentum, and management's guidance. While some investors view the current price as a buying opportunity, others are actively selling their positions, expressing skepticism about future performance and comparing the stock unfavorably to fintech peers.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell shares are trending following a blowout fiscal second-quarter earnings report, where the company surpassed revenue and earnings estimates while significantly raising its full-year outlook due to robust demand for AI-optimized servers. While the market reaction has been volatile, the community is actively debating the company's valuation, backlog execution, and the broader implications for the AI hardware infrastructure cycle.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending following a rally to all-time highs, supported by strong institutional buy-in, positive analyst price target revisions, and ongoing demand for cybersecurity amid the AI buildout. While the community is bullish on the stock's long-term platformization strategy, debate persists over its high valuation multiples compared to smaller peers.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab is trending following an expanded partnership with Google Cloud, which integrates Vertex AI models into the company's agent platform. The community is debating whether this catalyst and the company's valuation make it an attractive acquisition target or if it remains overvalued despite the recent news.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is experiencing downward pressure alongside the broader data center sector, driven by negative macro sentiment, geopolitical instability, and concerns regarding rising interest rates. While some investors express frustration over the stock's volatility and its price correlation with peers, others view the current levels as an accumulation opportunity, citing the company's solid fundamentals, multi-year hyperscale contracts, and long-term expansion plans.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares experienced extreme after-hours volatility, initially surging on strong revenue growth and a raised full-year outlook before erasing those gains as investors scrutinized the company's third-quarter guidance and Atlas segment growth. Traders are debating whether the reaction constitutes a buying opportunity or a warning sign, with many noting the stock's pre-earnings rally left little margin for error.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending amid broad market pressure as escalating geopolitical tensions with Iran drive oil prices higher and push 10-year Treasury yields to multi-year highs. Investors are expressing uncertainty over the Federal Reserve's path, fueling debate about whether persistent inflation and rising borrowing costs will lead to a broader market correction.

Alumis, Inc. is a clinical stage biopharmaceutical company, which engages in identifying, acquiring, and accelerating the development and commercialization of transformative medicines for autoimmune disorders. It focuses on building a pipeline of molecules with the potential to address a broad range of immune-mediated diseases such as monotherapy or combination therapies. The company was founded on January 29, 2021 and is headquartered in San Francisco, CA.

Alumis Inc.

ALMS is trending following the company's Phase 3 trial success for its psoriasis drug, envudeucitinib, which demonstrated superior skin clearance and met all primary and secondary endpoints. While some traders are celebrating the potential for a buyout or market leadership, others are debating the possibility of a secondary stock offering to fund future operations.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending amid significant volatility driven by escalating military tensions in the Middle East and ongoing strikes near the Strait of Hormuz, which have pushed oil prices higher and heightened concerns over supply stability. Traders are reacting to these geopolitical developments with intense debate, as some participants bet on a sustained oil price rally while others seek shorting opportunities in anticipation of potential ceasefire negotiations or interventions.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology shares experienced significant volatility following a fiscal first-quarter earnings beat, as investors focused on margin compression and customer concentration concerns despite strong growth and positive guidance. While traders debated the stock's valuation and the sustainability of its AI-driven revenue, retail sentiment remained largely optimistic, with many viewing the dip as a potential buying opportunity.

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SBUX Stock Has Rallied Nearly 28% This Year: Why Baird Still Sees 15% Upside For Starbucks? 

Equity

Baird initiated coverage on Starbucks with an Outperform rating and a $124 target. 


HD Stock Ticks Higher Overnight: Home Depot’s Worst May Be Over, Say Analysts As Housing Downturn Shows Signs Of Easing 

Analysts highlighted Home Depot’s stronger second-quarter sales and market-share gains despite persistent housing market pressures. 


ONON Stock Plunges To 2-Year Lows In Record Single-Day Crash After Guidance Cut, Revenue Miss 

Co-CEO David Allemann said On Holding is winning over what it calls the “movement class,” consumers who view fitness as part of their identity.


AMZN Stock Rises Premarket: Wall Street Sees Bigger AI Returns Ahead As Amazon Cloud Momentum Builds 

Analysts see up to 23% upside for Amazon stock. 


SBUX Stock Jumps Overnight As Brian Niccol’s Turnaround Gains Traction – But Retail Debates If Recovery Is Already Priced In 

Starbucks reported a 7.9% increase in comparable sales in the third quarter.

Should You Invest in the iShares U.S. Consumer Discretionary ETF (IYC)?

WMT Stock Rises Premarket: Analyst Says Walmart's Vibe.co Deal Strengthens Advertising Push 

Morningstar cited long-term advertising growth potential for Walmart after the Vibe.co deal.


Walton Family Cashes Out $534M In Walmart Stock — Retail Traders Cry 'Zero Trust' As WMT Slips From Record Highs

Valuation concerns, insider selling and bearish retail sentiment have weighed on the stock.


Fed Beige Book: US-Iran Conflict Leading To Higher Inflation, Squeezing Consumer Spending

The Federal Reserve's May 2026 economic survey reveals slight to moderate growth across the U.S. economy, but rising fuel costs are deepening the divide in consumer spending and compressing corporate profit margins.

COST Stock In Focus: Costco’s Record Fuel Sales Have Wall Street Worried About Inflation Again

Investors focused on inflation risks tied to surging fuel demand, rising gas prices, and consumer spending pressures. 


iShares Trust - iShares U.S. Consumer Discretionary 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? 
 
Drop a comment with when you expect the first cut/hike to be.

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