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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 facing significant selling pressure as investors react to a disappointing quarterly earnings report, marked by a bottom-line miss and aggressive capital expenditure guidance for AI infrastructure. The community remains deeply divided, with some investors questioning the long-term ROI of the company's massive spending on AI initiatives, while others view the pullback as a buying opportunity given the continued strength of the core advertising business.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is currently trending following the regulatory approval of ANKTIVA in the UAE, which serves as a significant milestone for the companys global expansion strategy and product footprint. Investors and community members are actively debating the timing of revenue realization from international markets and are closely monitoring upcoming quarterly earnings for signs of sustained sales momentum.

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

BlackBerry is trending as investors debate whether the recent share price volatility represents a manipulation-driven pump-and-dump or a buying opportunity, given the company's QNX software integration in the automotive and robotics sectors. The community is actively tracking the upcoming August deadline for the Alloy Kore deal, while expressing intense frustration and suspicion over recent insider selling activity and management's silence during the current downward pressure.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is generating significant investor optimism following a robust earnings report that showcased strong Azure growth and disciplined capital expenditure, effectively soothing concerns over AI-related spending. The community is actively debating the stock's role as a market stabilizer, with many traders discussing a potential short squeeze as institutional confidence returns to the tech giant.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

The iShares 20+ Year Treasury Bond ETF (TLT) is trending as rising geopolitical tensions in the Middle East and concerns over persistent inflation push bond yields toward new highs, fueling debate on whether the Federal Reserve will be forced to maintain a hawkish stance. While some investors view the current price as an attractive entry point for a potential flight-to-safety trade, others argue that sustained fiscal deficits and persistent energy-driven inflation will keep long-term yields elevated, creating a difficult environment for long-duration assets.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce is trending as investors rally around the company's robust transformation progress, underscored by strong free cash flow, significant share buybacks, and the expansion of its nuclear SMR program. The market is actively discussing the potential for a mid-term growth acceleration as Rolls-Royce secures critical defense contracts and navigates rising commercial aviation demand.

SharonAI Holdings, Inc. operates as a holding company that develops and delivers GPU cloud computing and AI solutions. The company was founded on December 30, 2024 and is headquartered in New York, NY.

SharonAI Holdings Inc. - Ordinary Shares - Class A

SharonAI Holdings is capturing investor interest following a major multi-year cloud computing agreement that has energized the community's focus on its infrastructure-heavy business model. Traders are actively debating the company's valuation, institutional backing from significant market players, and the potential for a long-term supply squeeze given its low-float status and expanding compute capacity.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is facing significant volatility ahead of a pivotal Advisory Committee meeting and a PDUFA deadline as investors debate whether the company's resubmitted BLA and long-term survival data can overcome historical FDA concerns regarding trial design and efficacy. The community is actively discussing the stock's high binary risk, questioning the validity of the data, and speculating on whether the company faces another complete response letter or a breakthrough approval.

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

The market is experiencing heightened volatility fueled by persistent Middle East tensions, mixed earnings from tech giants, and intense community debate over the Fed's future rate path. Traders are actively monitoring bond yields and key support levels while debating whether recent price swings represent a bottom or a setup for further downside.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera Biologics is trending following the announcement of a major T-cell engager partnership with Jazz Pharmaceuticals, which investors see as a significant validation of the company's proprietary discovery platform. The community is actively debating the stock's long-term potential as a 'generational compounder,' with many focusing on the upcoming Phase 2 readout for their lead asset, ABCL635, while others remain skeptical due to previous periods of stagnation.

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MOZAYYX Acquisition Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on October 9, 2025 and is headquartered in Austin, TX.

MOZAYYX Acquisition Corp - Ordinary Shares - Class A

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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