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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 is trending as investors position themselves ahead of the company's upcoming earnings report, with sentiment boosted by optimism surrounding its AI and cloud infrastructure growth. The conversation is largely driven by excitement over the firm's role in supporting OpenAI's latest models, although some traders remain cautious due to concerns over high capital expenditures and debt.

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 as investors react to bullish sentiment regarding its foundry turnaround, perceived government backing, and potential growth in the AI-CPU sector. While some traders express optimism for a continued rally, others remain cautious due to valuation concerns and ongoing debate over the company's execution risks.

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

The SPY is trending as traders debate potential market volatility driven by escalating geopolitical tensions in the Middle East and rising oil prices. Market participants are also weighing the impact of incoming inflation data and potential Federal Reserve policy shifts against recent trade friction between the U.S. and Canada.

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 shares are trading lower following the official inclusion of its Class A shares in the Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect programs, a development that failed to generate expected buying interest. Traders are expressing frustration with the stock's persistent weakness, with sentiment divided between those viewing the current valuation as a deep-value opportunity and those concerned by ongoing advertising revenue pressure and broader macroeconomic uncertainty in China.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is trending as traders analyze a sharp rebound in semiconductor and memory stocks driven by strong demand for AI hardware and high-bandwidth memory. While some investors express bullish sentiment regarding long-term sector growth and inventory shortages, others remain cautious due to potential macro headwinds and market volatility.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is experiencing high volatility as traders react to a broader sell-off in AI-related optical and semiconductor stocks. The community is split between bullish investors citing strong demand for indium phosphide in AI infrastructure and bears warning of a potential bubble given the company's valuation and volatility.

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 is trending as investors debate the impact of broader market volatility, rising bond yields, and ongoing semiconductor sector rotation. While some traders remain bullish on the long-term potential of AI infrastructure and recent partnership developments in Saudi Arabia, others express frustration over technical weakness and consistent selling pressure.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu is trending due to the community's relentless focus on organic growth and the development of various real-world initiatives, such as merchandise, racing sponsorships, and branded consumer products. Traders are expressing strong conviction in the project's long-term potential, frequently highlighting the community's persistent, active building as a unique strength in the crypto space.

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 is trending as the community highlights the surging demand for AI-related HBM and DRAM memory, which has helped the stock reclaim the $1,000 level. Traders are debating whether this momentum will continue into upcoming earnings or if geopolitical tensions and broader market uncertainty will lead to a reversal.

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 gaining attention due to its role as a key liquidity hub on the Base network and anticipation surrounding a cross-chain merger with Velodrome. Traders are largely optimistic about the token's fundamentals, though some remain cautious due to broader market volatility and uncertainty regarding future regulatory developments.

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Energy Fuels' Q2 Loss Widens: Is a Recovery on the Horizon?

UUUU's Q2 loss widens as expansion costs surged, even as uranium-driven revenues jumped 496% and liquidity remained strong.

MP, CRML, USAR Stocks In Focus: China Reportedly Blocks Some Rare Earth Shipments To US

Equity

According to a Reuters report, some Chinese suppliers are refusing to ship rare earth materials to U.S. customers, ahead of President Xi Jinping’s U.S. visit later this month.

Jim Cramer Isn't Sure If There's Upside In This Health Care Stock

Cramer favors Howmet, remains cautious on AeroVironment, Rocket, AtaiBeckley and MP Materials, citing competition and limited upside.read more...

Ukraine's Drone Warfare Devouring 4% Of Global Germanium Demand As China Chokes Supplies

Ukraine's Drone Warfare Devouring 4% Of Global Germanium Demand As China Chokes Supplies

 Our coverage of rare earths dates back to President Trump's first trade war, when we warned that "Rare Earths Are China's Most Potent Weapon In A Trade War."

What followed was predictable. During...

MP Materials to Participate in Jefferies 2026 Global Industrials Conference

MP Materials Corp. (NYSE: MP) today announced that Ryan Corbett, Chief Financial Officer, will participate in Jefferies Industrials Conference on Wednesday, September 9, 2026, at 10:50 a.m. Eastern Time.A live webcast and replay will be available at https://investors.mpmaterials.com/.About MP...

MP Materials' Stock is Surging: Here's Why

Key PointsGovernment support and trade tensions boost the rare-earth sector's appeal, as the U.S. needs a domestic supply of rare-earth magnets...

Rare Earths Could Become the Mining Sector's Next Billion-Dollar Opportunity

Rare Earths Could Become the Mining Sector's Next Billion-Dollar Opportunity Rare Earths Could Become the Mining Sector's Next Billion-Dollar Opportunity PR Newswire NEW YORK, Sept. 2, 2026 Market News UpdatesNews CommentaryNEW YORK, Sept. 2, 2026 /PRNewswire/ --Rare earth mining is becoming much...

Energy Fuels' ASM Buy Strengthens Rare Earth Push: What's Next?

UUUU is accelerating its shift into critical minerals with acquisitions spanning rare earth processing, metals, alloys and magnets.

MP vs. NB: Which Critical Minerals Stock is the Better Buy?

MP and NioCorp offer distinct critical-minerals opportunities, but operational maturity and execution risks set them apart.

MP Materials Stock: Bull vs. Bear on This Top Rare Earth Bet

Key PointsMP Materials' prospects hinge on ongoing U.S.-China trade tensions...

Fortress Value Acquisition Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on January 24, 2020 and is headquartered in New York, NY.

MP Materials Corporation

Bearish 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	-$0.01	-$0.01	0.63%	BEAT
Q1 '26	-$0.03	$0.03	206.45%	BEAT
Q4 '25	-$0.00	$0.09	33557.25%	BEAT
Q3 '25	-$0.17	-$0.10	42.16%	BEAT

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MP Earnings

Upcoming Earnings: Q3 '26

Historical Earnings