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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is currently at the center of a heated investor debate following news of a multi-billion dollar financing deal for OpenAI's infrastructure, with some investors viewing it as a major catalyst that secures Oracle's future revenue, while others remain skeptical about the firm's mounting debt and capital expenditure risks. This uncertainty has led to significant volatility and intense frustration among the community, as the stock has struggled to gain traction despite winning new government contracts and announcing large-scale AI partnerships.

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 as investors eagerly anticipate major announcements regarding global expansion and potential strategic partnerships, as previously teased by leadership for July. Community sentiment remains focused on the potential for a short squeeze and long-term breakthroughs in oncology, despite frustration over the lack of official press releases and ongoing volatility.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as investors weigh a major $500 billion AI infrastructure and memory partnership with SK Group against broader concerns regarding the sustainability of AI capital expenditures. While community sentiment is divided between optimism over long-term enterprise demand and fears of an AI bubble, traders are closely monitoring how these massive financing deals will impact future earnings.

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 Technologies is trending as investors aggressively rotate into AI infrastructure, with community discussion highlighting strong institutional conviction, increasing price targets, and Dell's role as a primary enterprise beneficiary of the ongoing AI server buildout. Traders are closely watching the stock for a potential breakout as sentiment remains bolstered by positive analyst commentary and the broader trend of enterprise spending shifting toward next-generation hardware.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as investors weigh strong quarterly results and raised guidance against a broader rotation out of software stocks and into semiconductors. Community discussion remains polarized, with many investors focusing on the company's AI-driven contract growth and long-term enterprise potential, while others express frustration over recent price volatility and concerns regarding valuation metrics.

ExxonMobil is an international oil and gas company, providing energy that helps underpin growing economies and improve living standards around the world. It uses innovation and technology to deliver energy to a growing world. The company explores for, produces, and sells crude oil, natural gas and petroleum products.

ExxonMobil Holdings Corp.

Exxon Mobil Corp

Exxon Mobil is currently experiencing heightened volatility as investors weigh the stock's role as a geopolitical hedge against ongoing uncertainty surrounding crude oil prices and Middle East supply routes. The community is actively debating the sustainability of energy demand and the potential impact of future regulatory changes or corporate restructuring on the company's long-term profitability.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber Technologies is under downward pressure as investors weigh uncertainty surrounding a potential multibillion-dollar acquisition of Delivery Hero and concerns over competitive threats to its autonomous driving strategy. Despite the negative price action, the community remains divided, with some investors accumulating positions on the belief that Uber's platform scale and long-term ecosystem growth remain undervalued.

Shiba Inu (SHIB) is a decentralized, community-led cryptocurrency ecosystem built on the Ethereum blockchain. Originally launched as a meme-based project, it has evolved into a comprehensive financial ecosystem designed to offer a decentralized alternative to traditional banking. Its main value proposition lies in its transition from a social phenomenon into a functional utility network, supported by a vast global community known as the ShibArmy and a commitment to 100% community ownership with no central leadership.  The ecosystem features its own decentralized exchange, ShibaSwap, where users can trade, provide liquidity, and earn rewards. To address Ethereum’s high costs and slow speeds, the project utilizes Shibarium, a Layer 2 scaling solution that processes transactions faster and more affordably.  The project employs a unique three-token model to manage its economy and governance. SHIB serves as the primary currency for trading and payments, while LEASH offers scarcity-based incentives for dedicated supporters. BONE acts as the governance token, allowing holders to vote on proposals through the Doggy DAO and serving as the native gas token for the Shibarium network.

Shiba Inu

Shiba Inu is seeing significant social media activity driven by aggressive token burn reports and community-led campaigns attempting to spark a rally. Investors remain divided, with many debating the coin's long-term utility versus its history as a volatile meme asset.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

Investors are rotating into SCHD as a defensive, income-focused anchor to hedge against market volatility and tech-sector uncertainty. The community remains focused on the fund's quality-oriented dividend growth and consistent cash flow, viewing it as a core long-term vehicle for wealth compounding rather than short-term price appreciation.

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 high volatility and heavy trading volume as investors react to an FDA advisory committee recommending broader access to key peptides like BPC-157. While some market participants view the regulatory update as a significant growth catalyst for the company's compounding and telehealth ecosystem, others are actively debating the potential for a short squeeze given the stock's high short interest.

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Kentucky First Federal Bancorp is a bank holding company, which engages in the provision of banking products and services through its subsidiaries. The company was founded on March 2, 2005, and is headquartered in Hazard, KY.

Kentucky First Federal Bancorp

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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