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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is experiencing significant volatility as investors digest reports that Meta plans to commercialize excess compute, sparking concerns over potential competition and future supply dynamics in the AI infrastructure market. Despite the sell-off, community discussions remain divided between those viewing the move as a narrative-driven overreaction to a structurally supply-constrained sector and others signaling caution regarding long-term customer concentration risk.

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 facing significant downward pressure as investors reassess its scarcity premium following reports that Meta is exploring a cloud business to monetize excess AI compute capacity. While bulls maintain that CoreWeaves long-term contracts and AI infrastructure position remain intact, the community is actively debating whether this signals a structural shift toward hyperscaler-led competition that could compress margins for independent data center providers.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is surging following reports that the company plans to launch a cloud business to monetize excess AI compute capacity, a move interpreted as a strategic pivot to improve capital expenditure efficiency. The announcement triggered sharp selling in smaller infrastructure and 'neocloud' providers as investors weigh the competitive implications of a major hyperscaler entering the compute-as-a-service market.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing intense selling pressure as the market reacts to reports of potential hyperscaler compute supply, while shareholders express growing frustration over management's focus on brand partnerships and high-profile marketing instead of deal-driven revenue. Despite this, bulls are highlighting IREN's recent achievement of NVIDIA Exemplar Cloud status as a validation of its infrastructure quality, setting the stage for a potential structural recovery.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is trending as retail traders pivot to the stock as a potential short-squeeze candidate, citing its low float and high short interest. Community discussions are heavily focused on the squeeze thesis, with some comparing it to past meme-stock phenomena while debating the company's long-term turnaround efforts.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull Corp (BULL) is seeing increased investor scrutiny as market participants debate its potential for a breakout against consistent resistance levels, with community discourse centered on comparing its performance to other major fintech platforms and analyzing institutional accumulation patterns. Investors are actively tracking technical indicators and potential catalysts related to brokerage expansion, while simultaneously expressing frustration over recent price volatility and the stock's sensitivity to broader market trends.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health Inc (OSCR) is seeing aggressive momentum as investors weigh a strong multi-month breakout against technical resistance, with the community actively debating whether the stock's recent gains represent a durable fundamental re-rating or a temporary squeeze. Discussions are dominated by the stock's significant move since earlier insider accumulation and the ongoing battle between those taking profits at key resistance levels and those maintaining long-term conviction based on the company's membership growth and improved margins.

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 is seeing heightened attention as investors track its expansion into branded weight-loss drug distribution and upcoming regulatory hearings regarding peptide therapies. The community is actively discussing the stock's institutional backing and its shift toward a recurring, platform-based business model, with many focusing on the balance between growth momentum and potential regulatory volatility.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is facing significant investor skepticism as mixed reactions to quarterly earnings results and ongoing concerns regarding theme park monetization and streaming growth continue to weigh on the stock. Market sentiment remains polarized, with some investors highlighting the value of the company's deep intellectual property and aggressive share buyback plans, while others focus on sluggish price performance and broader concerns about management strategy.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood (HOOD) is trending as the community reacts to a successful $2.2 billion convertible notes offering and bullish analyst coverage targeting further upside. Discussions are heavily focused on the platform's rapid expansion into prediction markets, global crypto infrastructure, and the upcoming launch of 'Trump Accounts,' with many traders debating whether recent price volatility is a temporary consolidation or a sign of deeper structural shifts in the stock's momentum.

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For New Zealand's Meridian Energy, The Investment Case Is Built Around Electricity

Every major economic transformation requires one thing before anything else can happen: power.

Factories need it. Data centers depend on it. Electric vehicles consume it. Artificial intelligence infrastructure cannotread more...

Ex-Div Reminder for Sound Point Meridian Capital (SPMC)

Looking at the universe of stocks we cover at Dividend Channel, on 6/15/26, Sound Point Meridian Capital Inc (Symbol: SPMC) will trade ex-dividend, for its monthly dividend of $0.20, payable on 6/30/26. As a percentage of SPMC's recent stock price of $11.63, this dividend works...

Korea "Black Monday": Kospi Halted For 20 Minutes After Crashing Almost 10%

Korea "Black Monday": Kospi Halted For 20 Minutes After Crashing Almost 10%

 After the close on Friday, we said that on Monday, Korean stocks would be a "bundle of joy"...

Korea on Monday will be a bundle of joy
 zerohedge (@zerohedge) June 5, 2026
... and that appears to be playing...

These Two Things Are Not The Same...

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 Authored by Steve Watson via Modernity,

Viral images of a grand classical arch and a twisted modernist one reveal the unbridgeable divide between leaders who celebrate America's heritage and those who seem determined to replace it with something...

DC Great Again: Historic Columbus Circle Fountain Flows For First Time In Years

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 Authored by Steve Watson via Modernity.news,

The Trump administration continues to deliver tangible results in Washington, D.C.

Columbus Circle at Union Station is now clean, safe, and beautiful again...

Sound Point Meridian Capital, Inc. Common Stock Q1 2026 Earnings Call: Complete Transcript

Great Again: Blue-Haired Liberals Seen Enjoying Beautifully Restored DC Park Fountain

Great Again: Blue-Haired Liberals Seen Enjoying Beautifully Restored DC Park Fountain

 Authored by Steve Watson via modernity.news

Decline is a choice

Just weeks ago, Meridian Hill Park - also known as Malcolm X Park - stood as a graffiti-scarred reminder of neglect, overrun by...

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Meridian Corporation - MRBK

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What is Scotiabank's Estimate for TSE:MNO FY2027 Earnings?

Meridian Mining UK Societas (TSE:MNO - Free Report) - Stock analysts at Scotiabank issued their FY2027 earnings per share estimates for Meridian Mining UK Societas in a report issued on Friday, May 1st. Scotiabank analyst E. Winmill expects that the company will earn ($0.03) per share for the year...

Q2 Earnings Estimate for Meridian Issued By Zacks Research

Meridian Holdings Inc. (NASDAQ:MRDN - Free Report) - Equities researchers at Zacks Research issued their Q2 2026 earnings estimates for shares of Meridian in a research report issued to clients and investors on Wednesday, April 29th. Zacks Research analyst M. Marin forecasts that the company will po...

Meridian Corp. is a bank holding company, which engages in the provision of commercial and consumer banking services. It operates through the following segments: Banking, Meridian Wealth, and Mortgage Banking. The Banking segment consists of commercial and retail banking. The Meridian Wealth segment offers wealth management services and products. The Mortgage Banking segment consists of the central loan production facility and retail and profit sharing loan production offices. The company was founded by Christopher J. Annas on June 8, 2009 and is headquartered in Malvern, PA.

Meridian 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
Q2 '26	$0.51	--	--	N/A
Q1 '26	$0.47	$0.39	-17.89%	MISSED
Q4 '25	$0.55	$0.61	11.93%	BEAT
Q3 '25	$0.50	$0.58	16.00%	BEAT
Q2 '25	$0.42	$0.49	16.67%	BEAT

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