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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 experiencing intense investor attention and extreme price volatility, driven by a powerful memory supply supercycle and confirmed pricing power that has led to a massive, long-term rally. The community is sharply divided between bulls citing AI infrastructure demand and structural bottlenecks, while bears express significant concern over bubble-like valuations and potential for a sharp, sentiment-driven correction.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is gaining momentum following a new joint research agreement with Honda, which validates the company's solid-state battery technology for automotive and broader industrial applications. Community members are actively debating the significance of this OEM partnership as a major de-risking event and are looking for further confirmation of commercial scaling milestones.

Butterfly Network, Inc. designs a medical imaging device that reduces the cost of real-time and three-dimensional imaging and treatment. It develops and provides a whole-body portable ultrasound scanner called the iQ Device and related hosted, web-based application, application programming interfaces and platform services, which the firm offer to physicians or other licensed health care providers. Its products include iQ+ Ultrasound, Butterfly Enterprise and iQ Vet. The company was founded by Jonathan M. Rothberg on January 25, 2011 and is headquartered in Burlington, MA.

Butterfly Network Inc - Ordinary Shares - Class A

Butterfly Network Inc

Butterfly Network is generating significant community buzz following the announcement of a high-profile partnership with AI startup Midjourney, which utilizes the company's proprietary ultrasound-on-chip technology for a new medical scanner. Investors are actively debating the potential for a short squeeze given the stock's high short interest and volatility, while long-term holders highlight the company's technological moat and shift toward AI-integrated imaging as key drivers for future growth.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital Inc. is trending as it rides strong momentum fueled by the ongoing sector-wide rotation into high-performance computing and AI data center infrastructure. The community is actively debating the stock's potential for further upside, highlighting its institutional-grade contracted pipeline and key technical breakthroughs, while closely monitoring for upcoming regulatory milestones and potential new hyperscaler partnerships.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending amidst intense community debate over a controversial memorandum of understanding regarding the U.S.-Iran conflict. Supporters are characterizing the development as a diplomatic breakthrough, while critics and various political commentators are heavily debating the terms of the agreement, its long-term strategic impact, and the potential implications for the company's valuation.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accenture is trending as investors weigh a strong earnings and revenue beat against concerns over persistent weakness in discretionary IT spending and a pivot in corporate transparency regarding AI metrics. While record bookings and robust cash returns are supporting the stock, the community remains divided over whether the firm's pivot to agentic AI and cybersecurity acquisitions can effectively offset the structural disruption of its traditional consulting model.

BTQ Technologies Corp. engages in the business of post-quantum encryption. Its products include: QCIM, QSSN, OSS, QPoW, QRiNG. The company was founded by Nicolas Roussy Newton on Novemeber 23, 1983 and is headquartered in Vancouver, Canada.

BTQ Technologies Corp

BTQ is gaining momentum and attracting increased volume as investors react to the launch of a new New York quantum hardware hub and the addition of key engineering talent to its team. The community is actively discussing the stock's potential as a quantum security play, with many traders closely monitoring for signs of sustained breakout and upcoming commercial milestones.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is trending as investors capitalize on the company's role in addressing the critical power bottleneck facing rapidly scaling AI data centers. The community is actively discussing the stock's robust institutional inflow and the ongoing strategic re-rating of the energy infrastructure sector as power demand continues to surge.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is trending as shareholders prepare for a pivotal vote on the proposed $110 billion merger with Paramount Skydance, a deal that aims to reshape the media landscape despite significant pushback from Hollywood creators and antitrust scrutiny. Community discussion is heavily divided between those betting on the premium cash buyout and others concerned about the long-term impacts of such massive industry consolidation.

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 trending following reports of a potential partnership with Apple for U.S.-based chip manufacturing, a development that investors are viewing as a significant validation of the company's foundry turnaround strategy. The community is actively debating the stock's long-term growth potential and institutional re-rating, with many participants focused on the stock's recent breakout to new highs and its role as a key player in domestic AI infrastructure.

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Entergy CEO pushes back on fears that AI data centers will drive up electricity bills

Entergy CEO Drew Marsh said data centers can be a win for local communities rather than a burden on residents...

Marsh McLennan Agency completes acquisition of TriBridge Partners

Marsh McLennan Agency (MMA), a business of Marsh (NYSE:MRSH) and a leading provider of business insurance, employee health and benefits, retirement and wealth, and private client insurance solutions across the US and Canada, today announced the completion of its previously announced agreement to...

Andrew Bainbridge named General Counsel & Chief Compliance Officer of Oliver Wyman and Marsh Management Consulting

Oliver Wyman, a global leader in management consulting and a business of Marsh (NYSE:MRSH), today announced the appointment of Andrew Bainbridge as General Counsel & Chief Compliance Officer. Since joining the company in 2011, Andrew has held a series of senior leadership positions within its...

It's Not Iran Trapping Ships In The Hormuz, It's The Insurance Risk

It's Not Iran Trapping Ships In The Hormuz, It's The Insurance Risk

 Is the Iranian regime the immediate barrier to oil tankers seeking to exit the Strait of Hormuz, or is it fear of liability that's keeping shipping companies at bay?

The damage actually done to Iran's military and...

Marsh Stockholders Re-Elect Board of Directors During 2026 Meeting

Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments and management consulting, today announced the results of its 2026 Annual Meeting of Stockholders. Stockholders elected the entire slate of 2026 director nominees for a one-year term expiring at next years...

UK Police Log One-Year-Old Baby As Crime Suspect; Hundreds Of Kids Flagged For Offences

Marsh to Showcase the Power of Perspective at the Lenovo Grand Prix du Canada as Formula 1s Official Risk Partner and Official Insurance Brokering Partner

Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments and management consulting, will have a prominent presence at the Lenovo Grand Prix du Canada as Formula 1s Official Risk Partner and Official Insurance Brokering Partner, building on the multi-year...

Emerging Urban Hubs Reshaping Global Investment, Manufacturing, and Talent Flows, New Report From Oliver Wyman Finds

Oliver Wyman Forum, the think tank of Oliver Wyman, a global leader in management consulting and a business of Marsh (NYSE: MRSH), today released Cities Shaping the Future 2026, a global study ranking 1,500 cities on which are best positioned to drive future growth. The report analyzes more than 50...

Marshs Oliver Wyman announces senior leadership appointments to accelerate AI-enabled integration and transformation

Oliver Wyman, a global leader in management consulting and a business of Marsh (NYSE:MRSH), today announced three senior leadership appointments aimed at accelerating how it delivers insights, scales...

Marsh & McLennan Companies (NYSE:MRSH) Rating Increased to Buy at Citigroup

Citigroup raised Marsh & McLennan Companies from a "neutral" rating to a "buy" rating and set a $200.00 price target for the company in a research note on Wednesday...

Marsh & McLennan Cos., Inc. is a professional services firm, which engages in offering clients advice and solutions to risk, strategy, and people. It operates through the Risk and Insurance Services and Consulting segments. The Risk and Insurance Services segment is involved in risk management activities, as well as insurance and reinsurance broking and services. The Consulting segment offers health, wealth, and career solutions and products, and specialized management, strategic, economic, and brand consulting services. The company was founded by Henry W. Marsh and Donald R. McLennan in 1871 and is headquartered in New York, NY.

Marsh

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
Q2 '26	$2.91	--	--	N/A
Q1 '26	$3.22	$3.29	2.08%	BEAT
Q4 '25	$1.98	$2.12	7.31%	BEAT
Q3 '25	$1.78	$1.85	3.73%	BEAT
Q2 '25	$2.67	$2.72	2.04%	BEAT

MMCMarsh & McLennan Cos., Inc.

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