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Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu's share price has faced significant selling pressure following a disappointing quarterly earnings report, with investors weighing soft advertising revenue against the company's AI-focused investments. Community discussion remains polarized, with some traders viewing the stock as a deeply undervalued AI play, while others express frustration over its persistent underperformance and lack of immediate catalysts.

Aerodrome Finance is a next-generation AMM designed to serve as Base's central liquidity hub, combining a powerful liquidity incentive engine, vote-lock governance model, and friendly user experience. Aerodrome inherits the latest features from Velodrome V2.

Aerodrome Finance

Aerodrome Finance is attracting attention due to its role as a key liquidity hub on the Base network, with traders closely monitoring upcoming platform upgrades and a anticipated expansion to Ethereum mainnet. While sentiment remains broadly bullish with many discussing long-term accumulation, some market participants express uncertainty regarding price direction and the impact of the broader altcoin market's volatility.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The index is trending lower as market sentiment faces pressure from escalating geopolitical tensions in the Middle East, rising oil prices, and uncertainty surrounding upcoming inflation data and Federal Reserve policy. Traders are also monitoring the impact of new retaliatory tariffs between the U.S. and Canada, with debate continuing over whether current volatility presents a buying opportunity or signals an impending market correction.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending as traders debate the company's valuation and long-term prospects ahead of upcoming earnings and clinical readouts, with many expressing frustration over persistent price weakness. While some investors highlight the company's strong revenue and siRNA pipeline as signs of deep undervaluation, others remain pessimistic due to past regulatory setbacks and leadership transitions.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is experiencing heightened investor scrutiny as traders debate the company's long-term potential in advanced nuclear power amid regulatory hurdles and insider share sales. While bullish sentiment centers on the company's role in supplying energy to data centers and AI infrastructure, bears point to its lack of commercial revenue and the dilutive effect of ongoing management share sales as significant risks.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as investors anticipate upcoming commercial updates and manufacturing milestones, including a presentation by the company's leadership at the IFOC conference in Shenzhen. The conversation is largely focused on the company's potential to scale production of its optical interposer technology and anticipated progress regarding customer qualifications and order fulfillment.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin is trending as investors debate whether recent price spikes are part of a legitimate turnaround driven by infrastructure developments like the Goliath mainnet and neobank initiatives, or another classic pump-and-dump scheme. Sentiment remains sharply divided, with bulls pointing to potential institutional partnerships and long-term utility, while bears highlight persistent dilution, low volume, and historical patterns of failed rallies.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is experiencing significant volatility driven by market speculation regarding an FTC investigation and recent Visa-related credit card dispute issues. While some traders express concern over regulatory headwinds and management's share sales, others remain bullish, viewing the current price as a buying opportunity based on international expansion, the growth of the GLP-1 and peptide business, and the belief that the stock is heavily manipulated by short sellers.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending as traders analyze market-wide reactions to escalating geopolitical tensions in the Middle East, including reports of strikes between U.S. and Iranian assets. Market sentiment remains divided, with participants debating the potential impact of rising oil prices and bond yields on future Fed rate decisions against a backdrop of ongoing AI-sector growth.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM is trending as traders debate the viability of the pending Hapag-Lloyd acquisition amid regulatory pushback from the Israeli government and potential competing bids, while many investors highlight the company's strong cash flow and high dividend potential as a floor for the stock price. Community sentiment remains divided between those expecting the deal to close and others who believe the uncertainty provides a buying opportunity for long-term value.

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BlackRock MuniYield Investment Quality Fund operates as a closed-end investment company. It intends to provide shareholders with current income exempt from federal income taxes as is consistent with its investment policies and prudent investment management. The company was founded on October 30, 1992 and is headquartered in Wilmington, DE.

BlackRock MuniYield Investment Quality Fund

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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