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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing significant selling pressure amid retail investor frustration over executive compensation packages and a perceived lack of new high-profile customer contracts. While some community members remain focused on long-term infrastructure potential and oversold technical conditions, others are pivoting toward competitors, viewing recent corporate spending and dilution as clear bearish signals.

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 Platforms is trending following reports that the company plans to monetize excess AI compute capacity by offering cloud-style services, a move that has sparked intense debate over the company's long-term infrastructure strategy and the health of the broader AI ecosystem. Community discussion remains polarized, with some investors viewing the pivot as a smart way to maximize returns on massive capital spending, while others fear it signals cooling demand for the company's internal AI agents and suggests a more crowded, competitive landscape for AI infrastructure.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is facing sharp downward pressure as investors pivot away from AI-linked semiconductor stocks, fueling intense community debate between bulls betting on long-term memory demand and bears pointing to technical breakdowns and potential sector rotation. Market participants are actively scrutinizing price action for signs of a floor, with many questioning whether this volatility represents a fundamental shift or a temporary correction following an extended rally.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Churchill Capital Corp XI - Ordinary Shares - Class A

Churchill Capital Corp XI is surging as retail sentiment leans into a high-risk humanoid robotics narrative driven by Agility Robotics' commercial momentum and recent institutional backing from BlueCrest Capital. Investors are closely tracking the SPAC merger process, balancing the excitement of potential category leadership against common volatility risks associated with pre-revenue SPAC transactions.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital is facing significant investor frustration and volatility as community members express deep skepticism toward management's pivot to AI infrastructure amid ongoing concerns about potential dilution and delayed tenant announcements. Despite recent analyst coverage and Bitcoin market fluctuations, the stock remains a major point of contention for traders who are actively debating whether it is a strategic long-term data center play or a poorly managed asset trapped in a perpetual cycle of short selling and price manipulation.

Nektar Therapeutics is a biotechnology company, which engages in the discovery and development of novel therapies which selectively modulate the immune system to treat autoimmune disorders. It also focuses on immunology and unparalleled expertise in polymer chemistry to create one-of-a-kind, highly-selective medicines with optimal therapeutic benefit. The company was founded in 1990 and is headquartered in San Francisco, CA.

Nektar Therapeutics

Nektar Therapeutics is gaining significant community attention as shareholders focus on upcoming data readouts for its dermatological pipeline, while speculation persists regarding potential M&A activity and legal developments involving Eli Lilly. Investors remain intensely focused on the drug candidate's durability and long-term efficacy, which many view as a potential differentiator in the competitive autoimmune market.

CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.

CRISPR Therapeutics AG

CRISPR Therapeutics is trending following a proposed 350 million convertible senior notes offering that triggered a negative market reaction, despite the company maintaining a strong existing cash position. Community members are actively debating whether this move indicates opportunistic strategic planning for upcoming pipeline expansion and acquisitions or signals a lack of confidence in near-term value realization.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is rallying on strong production and delivery figures that exceeded guidance, sparking community optimism about the R2 platform's potential as a primary growth catalyst. While some investors remain cautious about long-term profitability and execution risks, many are actively discussing the stock's role as a major competitor to Tesla, viewing the recent momentum as a potential turning point for its long-term valuation.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is experiencing intense community speculation and bullish sentiment driven by ongoing token burns, upcoming governance upgrades, and anticipation of potential exchange relistings. Holders are actively discussing an underdog revival narrative, with many viewing the project as a long-term play despite broader market volatility.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is trending as investors digest the company's recent earnings report and analyze the ongoing demand for optical networking components within the AI infrastructure ecosystem. The community remains highly focused on the company's vertically integrated InP production capabilities and its multi-year supply agreements, which many see as a crucial hedge against supply chain bottlenecks in the race to scale data center connectivity.

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Vance Explains How US Will Use Iran MoU To Replenish Global Oil Supply

Vance Explains How US Will Use Iran MoU To Replenish Global Oil Supply

 Authored by Dave DeCamp via AntiWar.com,

Vice President JD Vance said in an interview on "The Michael Knowles Show"?published Tuesday?that the US would use the Memorandum of Understanding with Iran to "refill...

Knowles to Release Second Quarter 2026 Financial Results on July 23, 2026

Knowles Corporation (NYSE: KN) a leading manufacturer of specialty electronic components, including high performance capacitors, radio frequency ("RF") filters, advanced medtech microphones, and balanced armature speakers, today announced the date for the release of its second quarter 2026...

Knowles Rides on Solid Demand for Voice-Enabled Devices: Worth Buying?

KN is riding the demand for voice-enabled devices, edge AI and IoT, as its audio tech, acquisitions and efficiency efforts support long-term growth.

Why Is Viavi Solutions (VIAV) Down 7.5% Since Last Earnings Report?

Viavi Solutions (VIAV) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Why Is Corning (GLW) Up 25.7% Since Last Earnings Report?

Corning (GLW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Knowles Reaches Analyst Target Price

In recent trading, shares of Knowles Corp (Symbol: KN) have crossed above the average analyst 12-month target price of $36.25, changing hands for $36.66/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation...

Knowles (NYSE:KN) Hits New 52-Week High  - Should You Buy?

Knowles (NYSE:KN) Sets New 52-Week High - Here's What Happened...

Jennison Associates LLC Purchases Shares of 52,101 Knowles Corporation $KN

Jennison Associates LLC acquired a new stake in shares of Knowles Corporation (NYSE:KN - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 52,101 shares of the communications equipment provider's st...

Knowles (NYSE:KN) VP Air Jr. Bastarrica Sells 3,623 Shares

Knowles Corporation (NYSE:KN - Get Free Report) VP Air Jr. Bastarrica sold 3,623 shares of the firm's stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average...

Insider Selling: Knowles (NYSE:KN) VP Sells $111,986.93 in Stock

Knowles Corporation (NYSE:KN - Get Free Report) VP Air Jr. Bastarrica sold 3,623 shares of Knowles stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price...

Knowles Corp. supplies advanced micro-acoustic, audio processing and precision device solutions. It operates through the MedTech and Specialty Audio, and Precision Devices segments. The MedTech & Specialty Audio segment specializes in the design and delivery of high-performance capacitor products and RF solutions. The Precision Devices segment designs and manufactures balanced armature speakers and microphones used in applications that serve the hearing health and premium audio markets. The company was founded by Hugh Knowles in 1946 and is headquartered in Itasca, IL.

Knowles 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.

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