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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. 

Nebiuss Q3 report is driving attention: traders largely call the results a strong beat, but the stock sold off as investors focused on higher planned capital spending, delayed capacity deliveries and a softer near-term outlook. The debate is whether strong AI-cloud demand and longer-term growth guidance outweigh concerns about execution, funding and the cost of expansion.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reports that Nvidias board is weighing CEO Jensen Huangs future amid allegations involving relationships with an executive linked to a suspected Chinese intelligence operation have fueled concern about leadership and national-security risks. Traders disagree on whether Huangs possible departure threatens Nvidias AI business or whether the selloff is an overreaction to headlines, with some viewing the decline as a buying opportunity.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines Q3 results beat expectations, with traders highlighting the record backlog, positive free cash flow and outlook for positive adjusted EBITDA. The reaction is broadly bullish, with some anticipating a short squeeze, while others caution that the earnings-driven rally could fade.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Attention is centered on Ondas Q3 earnings and whether growth in its defense and autonomous-systems business is translating into revenue, improving cash economics, and progress toward profitability. Bulls point to contract momentum and high short interest as potential squeeze fuel, while skeptics cite dilution, losses, and the risk that strong growth still wont satisfy the market.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors approaching FDA decision on deramiocel for Duchenne muscular dystrophy is driving attention, with traders weighing managements confidence and the refined upper-limb indication against lingering regulatory risk after an unfavorable advisory committee vote. The rally has fueled speculation about short-covering, but approval remains uncertain and some traders warn the move is based on expectations rather than an FDA decision.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Runs Q3 results are driving attention: traders cite rapid revenue growth, a large contracted backlog and project financing, but also point to a revenue miss. Reactions are divided over whether the backlog can convert into sustained revenue and cash flow, with some viewing the report as a disappointment and others emphasizing the companys growth prospects.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs quarterly results, higher full-year revenue outlook, and larger backlog are driving attention, with bulls citing stronger commercial momentum and quantum-sector milestones. Skeptics question how much reported growth reflects the SkyWater acquisition and point to cash burn, dilution, and volatile trading.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents strong quarterly results and higher full-year guidance are the main focus, with traders also citing robust demand and backlog. Many view the volatile price action as an overreaction, while others point to weak AI-sector sentiment and caution that growth expectations remain a risk.

Paysafe Ltd. provides online payment solutions. The firm operates through the following segments: Merchant Solutions and Digital Wallet. The Merchant Solutions business segment focuses on card not present and card present solutions for small to medium size business merchants. The Digital Wallet business segment provides wallet based online payment solutions through its Skrill, eCash solutions and NETELLER brands. The company was founded in 1996 and is headquartered in London, the United Kingdom.

Paysafe Limited

Paysafes earnings and outlook are driving debate: some traders point to revenue growth and reaffirmed guidance, while many focus on continued losses, debt and weak profitability, blaming those concerns for the stocks steep decline. Bulls also cite refinancing and debt reduction as potential positives, but skepticism about managements ability to deliver remains dominant.

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

CoreWeaves stronger-than-expected results and raised outlook on AI infrastructure demand sparked a sharp rally, but traders are debating whether growth can overcome heavy debt and losses. Nvidia CEO headlines have added volatility, with some viewing them as a threat to CoreWeaves ties to Nvidia and others dismissing them as a temporary overhang.

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NEUBERGER MUNICIPAL FUND ANNOUNCES MONTHLY DISTRIBUTION

NEUBERGER MUNICIPAL FUND ANNOUNCES MONTHLY DISTRIBUTION NEUBERGER MUNICIPAL FUND ANNOUNCES MONTHLY DISTRIBUTION PR Newswire NEW YORK, May 15, 2026 NEW YORK, May 15, 2026 /PRNewswire/ -- Neuberger...

NEUBERGER MUNICIPAL FUND ANNOUNCES MONTHLY DISTRIBUTION NEUBERGER MUNICIPAL FUND ANNOUNCES MONTHLY DISTRIBUTION PR Newswire NEW YORK, April 15, 2026 NEW YORK, April 15, 2026 /PRNewswire/ -- Neuberger...

NEUBERGER MUNICIPAL FUND ANNOUNCES MONTHLY DISTRIBUTION NEUBERGER MUNICIPAL FUND ANNOUNCES MONTHLY DISTRIBUTION PR Newswire NEW YORK, March 16, 2026 NEW YORK, March 16, 2026 /PRNewswire/ -- Neuberger...

NEUBERGER MUNICIPAL FUND ANNOUNCES MONTHLY DISTRIBUTION NEUBERGER MUNICIPAL FUND ANNOUNCES MONTHLY DISTRIBUTION PR Newswire NEW YORK, Feb. 17, 2026 NEW YORK, Feb. 17, 2026 /PRNewswire/ -- Neuberger...

NEUBERGER MUNICIPAL FUND ANNOUNCES MONTHLY DISTRIBUTION NEUBERGER MUNICIPAL FUND ANNOUNCES MONTHLY DISTRIBUTION PR Newswire NEW YORK, Jan. 15, 2026 NEW YORK, Jan. 15, 2026 /PRNewswire/ -- Neuberger...

Neuberger Municipal Fund, Inc. is a non-diversified, closed-end management investment company. Its objective is to provide common stockholders a high level of current income exempt from federal income tax through investing in municipal securities. The company was founded on July 29, 2002 and is headquartered in New York, NY.

Neuberger Municipal Fund Inc.

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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