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QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending following the announcement of a joint research agreement with Honda to advance solid-state battery technology. The community is actively discussing the potential implications for the company's long-term commercialization strategy while debating the stock's recent price volatility.

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 the stock surges following a reported breakthrough in its advanced 18A-P chip production, fueling investor optimism over its potential to secure a high-profile manufacturing deal with Apple. While the community is debating whether this news is truly a transformative catalyst or a recycled narrative, market participants are closely tracking how this foundry progress impacts the broader semiconductor competitive landscape.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accenture is trending as investors weigh its aggressive integration of AI tools through high-profile partnerships with OpenAI and Anthropic against ongoing concerns regarding the long-term impact of automation on the traditional consulting business model. While recent strategic acquisitions and double-digit booking growth have fueled optimism among some, others remain skeptical about the firm's ability to maintain margins and navigate shifting enterprise spending.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging to new all-time highs as traders capitalize on the stock's upcoming inclusion in the Nasdaq-100, which has triggered forced buying from institutional index funds. The community is heavily focused on the stock's status as a top-tier AI infrastructure play, with bullish sentiment driven by its strong momentum and perceived competitive advantage over peers, while bears remain skeptical about its high valuation and long-term capital expenditure requirements.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels Inc. is trending as investors react to a $725 million conditional U.S. government loan and a major financing package, which are being viewed as strong institutional endorsements of the company's rare earth and domestic supply chain strategy. The community is actively debating the stock's long-term potential for domestic production autonomy versus short-term price volatility and concerns over execution timelines.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble Inc. is surging after finalizing its acquisition of Northern Data and rebranding as RUM Group, pivoting into AI infrastructure under the newly launched 'Quake AI' unit. The community is actively debating the company's potential for a major short squeeze, driven by significant GPU assets, data center expansion, and anticipation of upcoming high-value cloud contracts.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending as investors weigh potential new vaccine development opportunities amid rising global health concerns and speculation surrounding the company's oncology pipeline. While some community members are focused on long-term growth and vaccine platform versatility, others remain divided, debating short-term volatility and the impact of evolving healthcare policy.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is facing significant market volatility as investors debate the sustainability of its multi-trillion dollar valuation amidst limited share float and lock-up expiration concerns. The community is sharply divided, with many retail traders bracing for potential price corrections while others remain bullish on the long-term prospects of the company's space-based infrastructure and satellite technology.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is experiencing heightened investor frustration and volatility as the community remains deeply divided over the stock's stagnant performance and leadership, despite the company's continuous efforts to expand its oncology and vaccine pipelines. Investors are actively debating whether the current low valuation represents a bargain opportunity for long-term income, or a signal to exit due to persistent lack of growth.

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 (CRM) shares are facing extreme downward pressure amid a sector-wide software selloff, fueled by investor fears that AI advancements could commoditize enterprise SaaS platforms. Despite the technical decline and skepticism, many in the community are highlighting the company's strong cash flow, aggressive share repurchase programs, and AI-driven growth as key factors that make the stock an oversold opportunity.

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JBT Marel Corp. is a technology solutions provider, which engages in the food, beverage, and air transportation industries. It operates through the United States and All Other Countries geographic segments. The company was founded on May 12, 1994, and is headquartered in Chicago, IL.

JBT Marel Corp.

Neutral 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	$2.02	--	--	N/A
Q1 '26	$1.48	$1.58	6.76%	BEAT
Q4 '25	$1.90	$1.98	4.00%	BEAT
Q3 '25	$1.50	$1.94	28.93%	BEAT
Q2 '25	$1.28	$1.49	16.36%	BEAT

JBTJohn Bean Technologies Corp

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