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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Shares surged roughly 9% to record highs, with traders celebrating AMD crossing a $1 trillion market cap for the first time amid a broad semiconductor rally tied to a server-CPU demand narrative and reports of upcoming chip price increases. Reaction is split: bulls hail the milestone and pricing power, while bears dismiss the move as a short-squeeze/FOMO-driven pump at stretched valuations and warn of a pullback.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is sliding after its Capital Markets Day, where long-term pipeline targets and guidance for only peer-level revenue growth through 2030 failed to ease concerns about Eli Lilly competition and the looming semaglutide patent cliff. The community is split between bulls calling the selloff an overreaction on an undervalued stock and bears criticizing CEO Mike Doustdar's communication and the subdued growth outlook.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

CRML is surging after Trump announced a U.S.-Denmark-Greenland security agreement granting Washington permanent security control of Greenland and barring adversarial investment, refocusing attention on the company's Tanbreez rare earth project. Trader sentiment is heavily bullish with widespread short-squeeze speculation, though some in the community caution that a security-only pact preserving Danish sovereignty and Greenland's mining rightsand not yet formally signeddoes little to change the company's fundamentals.

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 rallying on the AI CPU-demand narrative, with traders amplifying management's comment that the company can meet only about half of customer CPU demand and speculating that agentic AI workloads like Meta's Muse model require far more CPUs per GPU, while reported exploratory talks over SK Hynix using Intel's Ohio fab capacity for memory production add fuel. Bulls frame the move as a short squeeze powered by heavy call buying, while skeptics call it an overextended momentum rally for a still money-losing company with no fresh company-specific news.

Maase, Inc. operates as a integrated provider and operator of artificial intelligence (AI) centric full-scene digital systems. The firm focus on areas of flexible energy deployment and intelligent commercial network operation, and provide closed-loop solutions from computing infrastructure, smart hardware and full-scene services, aiming to achieve large-scale implementation of AI technologies across industries. The company was founded by Hai Feng Yu on August 6, 2018 and is headquartered in Qingdao, China.

Maase Inc. - Ordinary Shares - Class A

Highest Performances Holdings Inc. - ADR

A rapid series of enterprise AI contract announcements  AI compute capacity leases and prepaid token-based API agreements of escalating size  is dominating the discussion, with bulls framing the deal flow as a shift from one-off projects toward recurring, subscription-style revenue while skeptics note the stock isn't reflecting the news and question whether contracts will convert into recognized revenue, margins, and cash. Conversation also centers heavily on the company's AI security white paper for its Lingyan Miaoyu LLM, which many traders cite as a credibility step toward enterprise adoption.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Reports that Paramount Skydance is in advanced settlement talks with California's attorney general over the state antitrust suit blocking its Warner Bros. Discovery merger are driving attention, with a proposed California production investment and studio- and CNN-related concessions reportedly under discussion. Traders largely view a settlement as clearing the path to closing before a looming daily ticking fee, though some cite conflicting reports on the talks' progress, oppose conditions like keeping the studios separate, and suspect heavy short-selling is suppressing the stock.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq-100 rally toward record territory is dominating the conversation, with traders citing sliding crude oil on hopes of U.S.-Iran de-escalation, easing Treasury yields, and AI/semiconductor strength as drivers, while many question what news is behind the move given the Fed's hawkish rate hike, elevated yields, and record diesel prices. Reaction is split between call buyers celebrating a melt-up toward new highs and skeptics calling it an unsustainable, manipulated-looking pump or bull trap, with some traders speculating the run is election-driven ahead of the Trump-Xi summit.

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

Direxion Daily Semiconductor Bear 3X ETF

The leveraged bear ETF is sliding sharply as semiconductor stocks, led by memory names, rally and break through resistance, trapping inverse traders who are averaging down on bets the AI-driven chip rally is a bubble. Debate pits bears citing hawkish Fed rate-hike expectations and AI-slowdown warnings against skeptics pointing to the sector's breakout strength and the ETF's built-in decay.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm is rallying sharply alongside the broader chip complex as traders embrace a server-CPU demand narrative for agentic AI workloads, reinforced by CEO Rene Haas's comments that demand has never been stronger, supply constraints are easing, and multiyear deals are converting a large AGI CPU pipeline into revenue. Bulls tout a rotation from memory into CPU names, while skeptics argue the move reflects a sector-wide bid rather than fresh news and warn the stock's valuation is stretched.

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Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

WBD shares have surged to a 52-week high as reports indicate Paramount Skydance is in advanced settlement talks with California's attorney general over the state-led antitrust suit blocking their merger, with a proposed California production investment and concessions such as film-release commitments and CNN editorial safeguards reportedly under discussion. Traders are largely bullish on the deal's progress and the narrowing gap to the agreed acquisition price, though some remain skeptical of conflicting reports and caution that no final settlement has been confirmed.

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Hold rates steady

Cut 25 bps

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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.

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