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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 traders speculate on the company's upcoming earnings report, with sentiment divided between expectations of a strong AI-server backlog-driven "beat and raise" and concerns over potential market overvaluation and broader tech volatility. Market participants are closely watching the stock for its potential to serve as a bellwether for the AI infrastructure sector, while some investors draw parallels to the recent performance of Super Micro Computer.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors react to the formal transition of leadership from Tim Cook to new CEO John Ternus and anticipation surrounding the upcoming iPhone launch. Market discussion remains divided between bullish momentum ahead of the product event and bearish concerns regarding the company's valuation, service growth, and the new CEO's ability to innovate.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending due to ongoing conflict in the Middle East, with traders closely monitoring retaliatory U.S. strikes against targets near the Strait of Hormuz and reports of damage to oil tankers. The community is divided between those bracing for further price volatility due to supply concerns and those anticipating a potential breakout or correction based on political developments.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is attracting significant trader attention ahead of its fiscal first-quarter earnings report, with community members expressing high expectations for the stock despite recent volatility. Traders are closely monitoring implied price moves and debating the company's valuation in the context of broader AI infrastructure and data center connectivity demand.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Fervo Energy shares are rallying following a major power purchase agreement with Google to supply 396 megawatts of carbon-free electricity to support future data centers, which investors view as a significant de-risking event and validation of the company's geothermal technology. While some traders debate the stock's valuation given its pre-revenue status and long-term delivery timeline, the broader community sentiment is highly bullish on the company's role in addressing the surging power demands of AI infrastructure.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending as traders speculate on potential price action and volatility ahead of the company's upcoming earnings report. While some community members express concerns over high valuations, others highlight the firm's platform strategy and the broader tailwinds in the cybersecurity sector as reasons for continued long-term bullishness.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The market is trending amid heightened tensions in the Middle East following U.S. military strikes on Iranian targets, which has driven an uptick in oil prices and bond yields. Traders are debating whether to buy the dip in a volatile market or brace for further declines, with many noting that recent price action reflects a struggle between bullish sentiment and fear of broader geopolitical escalation.

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar, and sustainability. The company was founded on November 17, 1995 and is headquartered in Oakland, CA.

PG&E Corp.

PCG is seeing heightened activity driven by a combination of institutional options speculation and uncertainty surrounding potential wildfire liability risks in California. While some investors are betting on a recovery supported by demand for grid infrastructure and data center energy, others remain cautious due to ongoing regulatory pressures and wildfire-related volatility.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is receiving significant attention from traders following its second-quarter earnings report, characterized by extreme volatility as the share price experienced sharp swings post-release. While some investors view the stock's performance as a broader market opportunity, others are debating whether the company's growth projections and management commentary justify recent price action.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

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Marcus Corp. engages in the lodging and entertainment industries. It operates through the following business segments: Theatres and Hotels & Resorts. The Theatres segment includes multiscreen motion picture theatres and a family entertainment center. The Hotels & Resorts segment owns and operates full service hotels and resorts. The company was founded by Ben Marcus on November 1, 1935 and is headquartered in Milwaukee, WI.

Marcus 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.52	--	--	N/A
Q2 '26	$0.35	$0.51	44.68%	BEAT
Q1 '26	-$0.52	-$0.51	1.92%	BEAT
Q4 '25	$0.06	$0.19	202.55%	BEAT
Q3 '25	$0.44	$0.52	19.54%	BEAT

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