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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors digest a strong earnings report featuring robust Azure growth and the stabilization of AI-related capital expenditure. The community remains deeply divided, with bulls pointing to the company's solid cloud momentum as a market stabilizer, while skeptical bears emphasize broader macro concerns and the risks associated with long-term AI infrastructure spending.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is facing significant selling pressure as investors grapple with an earnings per share miss and a major increase in capital expenditure guidance for AI infrastructure. The community is sharply divided, with some investors viewing the pullback as a buying opportunity given the core ad business growth, while others are bracing for a deeper decline due to margin compression and long-term spending concerns.

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 positive commercial updates on Anktiva from the CEO at the BTIG Biotechnology Conference and ongoing community anticipation for potential global partnership announcements. Investors are actively discussing the stock's resilience against heavy short interest while debating whether the company will deliver on hints regarding international expansion and further clinical catalysts before the end of the month.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is trending as investors grapple with extreme market volatility triggered by geopolitical instability and intense scrutiny of big tech's massive AI infrastructure spending. The community is sharply divided, with bulls betting on a rebound supported by strong underlying earnings while bears point to unsustainable valuations and potential systemic risks from circular financing in the AI sector.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood Markets is currently in focus as investors analyze record-breaking platform activity, product expansion, and potential volatility ahead of its upcoming earnings report. The community is actively debating the stock's recent price swings and its decoupling from traditional crypto correlations, with bulls highlighting the company's diversified revenue streams while others express frustration over institutional selling patterns.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is facing a volatile sell-off driven by heavy institutional deleveraging, margin calls, and broader market concerns regarding the sustainability of AI capital expenditures. While community sentiment remains deeply divided between those viewing the pullback as a generational buying opportunity and others fearing a complete breakdown of the AI semiconductor cycle, the stock is seeing intense discussion around the tension between robust long-term demand and short-term macro-driven liquidations.

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 facing intense scrutiny ahead of its upcoming earnings report as investors express concerns over massive capital expenditure and the shuttering of its AGI lab. Despite this, the community remains divided between those worried about aggressive AI spending and long-term bulls who view the company as a key infrastructure powerhouse for the next decade.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is currently experiencing intense volatility, with investors reacting to a combination of geopolitical tensions, earnings uncertainty, and a sharp deleveraging event in the Korean market. The community is deeply divided between those bracing for further downside risks and those aggressively buying the dip, banking on a rebound driven by the long-term potential of the semiconductor sector.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is experiencing extreme volatility and a sharp sell-off, driven by widespread investor anxiety over heavy insider selling, high debt levels, and broader concerns regarding the capital intensity of AI infrastructure. While bearish traders point to credit stress and structural risks, many vocal community members remain focused on long-term conviction, viewing current price levels as a potential bargain given the massive, ongoing AI compute demand from major hyperscalers.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is seeing significant investor volatility and debate as community members weigh the stock's low P/E valuation and AI growth strategy against a disappointing earnings outlook and supply chain pressures. While some retail investors view the recent price correction as a prime accumulation opportunity, others are expressing frustration over the stock's persistent underperformance relative to other semiconductor peers.

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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.

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