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Sovereign frontier cloud for AI that builds  AI agents are starting to build and operate real software. Agentic organizations are starting to coordinate people, code, data, payments, and governance. Both need a cloud that is sovereign, tamperproof, and always on.  The Internet Computer is that cloud.  Built on more than USD 500 million in R&amp;D, ICP uses advanced blockchain technology and cryptography to run entire software systems end-to-end on the network: websites, apps, services, data, payments, and governance. Code and data are protected by the protocol, replicated across independent nodes, and cannot be silently changed by a cloud provider, backend operator, or attacker.  Cloud engines make this infrastructure sovereign. They let organizations run ICP-powered compute across chosen providers, locations, and jurisdictions while keeping the same tamperproof and always-on guarantees of the network.  This is the real demand ICP serves: sovereign frontier cloud for AI agents and agentic organizations. Agents can build and update software. Organizations can run rules, assets, and governance as verifiable systems. The result is software that stays online, keeps its data, and remains under the control of its owners.  Developers and AI agents can build on the Internet Computer with any AI assistant using the ICP skill library at skills.internetcomputer.org, or by creating apps through conversation with Caffeine AI.  Computation on ICP is paid for by converting $ICP into cycles. $ICP is also used for staking and governance through the Network Nervous System.

Internet Computer

The community discussion remains heavily polarized between long-term investors highlighting ICP's decentralized cloud and AI infrastructure potential and critics focused on its prolonged price decline. Sentiment is fragmented, with bullish participants pointing to recent technical developments and accumulation strategies, while bearish voices emphasize poor historical performance and ongoing token dilution.

UNI is the governance token for Uniswap, an Automated Market Marker DEX on the Ethereum blockchain. The UNI token allows token holders to participate in the governance of the protocol. Key decisions such as usage of the treasury or future upgrades can be decided through a governance vote.

UniSwap

Uniswap is trending as traders react to a major governance proposal, known as the "UNIfication" initiative, which includes activating a fee-switch mechanism and burning 100 million tokens to reduce supply. The community is debating the potential for these changes to drive long-term deflationary pressure and protocol revenue, while some participants remain cautious due to broader market volatility.

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 is experiencing intense volatility and downward pressure after the company withdrew its full-year guidance and reported weaker-than-expected monetization trends in its latest earnings report. The community remains deeply divided, with many traders viewing the significant sell-off as an attractive buying opportunity for a long-term recovery, while others are aggressively shorting the stock, citing ongoing concerns over profitability, child safety, and management's leadership.

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 trending as traders speculate on a potential pre-earnings breakout, fueled by optimism regarding the company's AI infrastructure buildout and a new partnership with HPE. While some investors remain cautious due to concerns over high capital expenditures and debt, many are anticipating a significant positive move following upcoming earnings.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is experiencing downward price pressure amid market speculation surrounding its removal from the S&P 100 index, compounded by ongoing concerns over retail weakness and broader consumer discretionary sentiment. While some traders view the current levels as a long-term turnaround opportunity, others remain skeptical, pointing to the stock's multi-year decline and ongoing competitive challenges.

Eastman Kodak Co. engages in the provision of analog and digital innovations. It operates through the following segments: Traditional Printing, Digital Printing, Advanced Materials and Chemicals, and Brand. The Traditional Printing segment consists of Prepress Solutions, which includes Kodak's digital offset plate offerings and computer-to-plate imaging solutions. The Digital Printing segment contains Electrophotographic Printing Solutions, Prosper, Versamark and Software. The Advanced Materials and Chemicals segment consists of four lines of business: Industrial Film and Chemicals, Motion Picture, Advanced Materials and Functional Printing, and Kodak Services for Business (KSB). The Brand segment includes licensing of the Kodak brand to third parties. The company was founded by George Eastman in 1880 and is headquartered in Rochester, NY.

Eastman Kodak Co.

Eastman Kodak is seeing increased investor attention as traders speculate on the company's progress in pharmaceutical manufacturing and potential government contract involvement. The discourse is marked by excitement over anticipated earnings and management's strategic pivot, though some participants express frustration over limited corporate communication and a lack of specific updates regarding pharmaceutical milestones.

Ethena

Ethena is trending as traders speculate on the impact of the newly approved fee-switch and buyback framework, alongside ongoing discussions regarding its institutional integrations and future USDe supply growth. Community sentiment remains divided between optimism over long-term structural value and caution regarding current token supply and market price action.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is receiving attention following a supply chain-related recall of jalapeños linked to a salmonella outbreak, prompting a sharp decline in share price as traders debate whether this represents a temporary buying opportunity or a deeper issue with food safety reputation. While some investors view the proactive removal of the product as a minor, well-managed event, others express concern over historical brand associations with foodborne illness and the potential for prolonged negative sentiment.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

The conversation is fragmented, primarily focusing on speculation regarding a potential price recovery based on the token's limited supply, as well as community debate comparing its performance to competitors like Aave. Many users express frustration with the current price action, with some labeling the project a "rug pull" or a scam, while others remain optimistic that new management or institutional interest could trigger a significant breakout.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Senseonics is seeing mixed sentiment as traders analyze recent financial results and ongoing cash burn, with some focusing on long-term growth potential and others expressing skepticism due to leadership, dilution history, and a lack of transparency. The community remains divided between those expecting a recovery driven by new product integration and those concerned about the company's path to profitability.

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Mondelez International bull case now ’feels more tangible’ - Wells Fargo

Investing.com -- Wells Fargo upgraded Mondelez (NASDAQ:MDLZ) International to Overweight with a $78 price target, citing improving fundamentals and a compelling risk-reward setup relative to its staples peers. 

Rising cocoa prices prompt Piper Sandler to cut Hersey, Mondelez ratings

Investing.com -- Piper Sandler downgraded both Hershey and Mondelez (NASDAQ:MDLZ) in separate notes Friday, citing prolonged cocoa cost pressures that are expected to weigh on earnings into 2026. 

Mondelez cut at Jefferies on 'increasing risk to cocoa production'

Investing.com -- Jefferies downgraded Mondelez (NASDAQ:MDLZ) International from Buy to Hold, citing growing concerns over cocoa supply constraints that could weigh on the company's future earnings. 

Mondelez downgraded by Wells Fargo on macro woes

Investing.com-- Wells Fargo downgraded  Mondelez International Inc  (NASDAQ:MDLZ) to "equal weight" from "overweight," slashing its price target to $61 from $74. Brokerage noted escalating macroeconomic challenges, including soaring cocoa costs and unfavorable foreign exchange impacts.

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The Federal Reserve hasn't raised rates at all in 2026, but hawkish comments from Fed Chair Kevin Warsh at the Jackson Hole symposium have pushed September rate hike odds as high as 66%, a sharp jump from under 40% just a week earlier. How many rate hikes do you expect from the Fed in 2026? Vote and explain your reasoning in the comments.

How many rate hikes do you expect from the Fed in 2026?

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