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SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences is experiencing significant price volatility as traders speculate on the pending results of the Phase 3 REGAL trial, with intense community debate occurring between those anticipating a major breakthrough buyout and those concerned about the lack of recent news and the risk of a binary outcome. Sentiment is heavily polarized, with many retail participants dismissing the decline as market manipulation while others express concern over the extended trial timeline.

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 shares are trending as investors weigh aggressive AI infrastructure spending and broader market volatility against Chairman Larry Ellison's unexpected cancellation of a planned $7.5 billion stock sale. While some traders view the canceled sale as a bullish sign of management's confidence, others remain cautious due to the company's high debt levels and the recent industry-wide debate regarding the pace of AI development.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is trending amid a sharp sell-off triggered by market-wide volatility and renewed debates over the pace of AI development. Traders are debating whether to buy the dip or if the sector is facing a structural correction, with many citing concerns over AI regulation and potential slowing of infrastructure capital expenditure.

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 trending upward amid strong sentiment in the AI infrastructure sector, fueled by excitement surrounding recent generative AI model releases and reports of heavy compute demand. While some traders express caution over high debt levels and insider selling, others remain bullish on the company's multi-year contract backlog and its role as a key provider of specialized GPU infrastructure.

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 shares are trending as traders debate whether industry-wide calls to slow the pace of AI development will impact long-term memory demand or if the fears are merely temporary market noise. While some investors fear a cooling of the AI infrastructure boom, many maintain that structural demand for memory remains robust regardless of model release pacing.

The Elmet Group Co. engages in the provision of precision-engineered components. The firm offers its products and solutions to aerospace, defense, industrial, medical, semiconductor, electronics, energy industry and also the government. It operates through the Critical Materials Components and Engineered Microwave Products business divisions. The company was founded on September 13, 2024 and is headquartered in Portland, ME.

Elmet Group Co. (The)

The Elmet Group

ELMT is trending following a significant U.S. government investment and a multi-billion dollar defense contract to bolster domestic tungsten supply chains, though some traders have raised concerns about potential future dilution from warrants. Market sentiment remains divided between bulls focused on the company's strategic defense role and skeptics warning of a possible pump-and-dump scheme.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble shares are experiencing volatility following reports that Anthropic is the unnamed customer behind the company's recently disclosed $13.7 billion compute infrastructure deal. While some traders view the partnership as a major long-term catalyst for the firm's AI cloud expansion, others remain cautious due to broader market pressures and uncertainty regarding the data center's financing.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is trending as investors react to increased volatility in memory stocks driven by concerns over geopolitical tensions, potential trade tariffs, and sector-wide selling. The conversation is fragmented, with traders debating whether this pull-back represents a healthy consolidation amid strong fundamental demand for AI infrastructure or the start of a broader cyclical downturn.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductor stocks are facing volatility as traders debate the potential impact of an AI industry-led push for slower development and increased safety regulation. While some investors fear this could curtail demand for chip infrastructure, others maintain a bullish outlook, viewing the move as a sign of AI's massive growth potential and necessity for long-term sustainability.

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

AMD shares are trending as traders digest a broader sell-off in the semiconductor sector, fueled by a high-profile industry call for a slowdown in the pace of frontier AI development. While some investors fear this shift could temper infrastructure demand, many maintain a bullish outlook, dismissing the decline as a temporary reaction to media-driven sentiment.

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Mobile Infrastructure Corporation (BEEP) Reports Q2 Loss, Lags Revenue Estimates

Mobile Infrastructure Corporation (BEEP) delivered earnings and revenue surprises of +11.11% and -0.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

WillScot (WSC) Q2 Earnings and Revenues Beat Estimates

WillScot (WSC) delivered earnings and revenue surprises of +16.67% and +4.70%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Cushman & Wakefield (CWK) Q2 Earnings Lag Estimates

Cushman & Wakefield (CWK) delivered earnings and revenue surprises of -2.78% and +4.63%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Logistic Properties of the Americas develops, builds and operates logistic real estate properties. It operates through the following geographical segments: Colombia, Peru, and Costa Rica. The company was founded on October 9, 2023 and is headquartered in Miami, FL.

Logistic Properties of the Americas

Bullish 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.01	--	--	N/A
Q2 '26	$0.04	--	--	N/A

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