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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is currently trending following reports of a joint acquisition offer from Stripe and Advent International, sparking intense community debate over whether the bid represents a fair valuation or an attempt to capitalize on the stock's recent underperformance. Investors are actively discussing the likelihood of a rejected bid, the potential for a bidding war, and the possibility of a short squeeze as market participants weigh the company's long-term turnaround strategy against the attractiveness of the takeover offer.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is trending as the semiconductor sector rallies behind strong demand for advanced lithography, with investors closely watching the company's critical role in the global AI chip supply chain. Community discussion is heavily focused on the company's long-term dominance in EUV technology, recent price target upgrades from major analysts, and ongoing debates regarding the impact of export restrictions on its growth trajectory.

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 experiencing significant downward pressure as market participants react to broader tech sector rotation, a recent credit downgrade, and ongoing concerns regarding the company's aggressive capital expenditures in AI infrastructure. Community sentiment remains deeply divided, with many retail traders actively debating whether the stock is undergoing a fundamental breakdown or presents a deep value opportunity for a long-term recovery.

Polestar Automotive Holding UK Plc is the Swedish electric performance car brand that engages in the research, development, marketing, commercialization, and sales of battery electric vehicles and related technology solutions. It offers Polestar 2 (PS2), a premium fast-back sedan, the Polestar 3 (PS3), a luxury aero sport-utility vehicle, the Polestar 4 (PS4), a premium sport utility vehicle, the Polestar 5 (PS5), a luxury sport grand-touring sedan, and the Polestar 6 (PS6), a luxury roadster. The company was founded on September 15, 2021 and is headquartered in Gothenburg, Sweden.

Polestar Automotive Holding UK PLC - ADR Class A

Polestar Automotive Holding UK PLC

Polestar is facing heightened volatility as investors weigh the impact of its announced exit from the US market by 2027 against its aggressive push to prioritize growth in European and other international markets. The community is actively debating the company's long-term financial viability, with some hopeful for a turnaround led by new SUV models like the Polestar 4, while others remain skeptical due to persistent cash burn and production challenges.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following its largest single-session drop in decades after a preliminary earnings update revealed enterprise clients are prioritizing AI infrastructure and memory hardware over traditional software and consulting deals. While community sentiment is deeply divided between those viewing the sell-off as an extreme market overreaction and long-term buying opportunity, others are expressing significant frustration with leadership and the companys inability to capture consistent growth.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is experiencing significant volatility driven by the market's reaction to news of a potential multibillion-dollar acquisition of Delivery Hero and uncertainty surrounding autonomous vehicle partnerships. The community remains deeply divided, with some investors accumulating positions based on strong free cash flow and long-term platform growth, while others express frustration over stagnant price action and sentiment-driven sell-offs.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is facing intense selling pressure as investors express frustration over declining foot traffic, competitive headwinds, and concerns that its defensive stock narrative is broken. While some traders view the recent drop to 52-week lows as an attractive entry point for a long-term value play, the community remains deeply divided, with many actively shorting the stock amid speculation that the company's turnaround efforts are failing to resonate with consumers.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is seeing heightened attention as investors track critical regulatory milestones, specifically DOE safety analysis approvals for its Groves Isotope Test Reactor and ongoing anticipation for upcoming criticality. The community is actively debating the stock's long-term potential as an AI energy infrastructure play versus concerns regarding its pre-revenue status and the impact of pre-scheduled insider share sales.

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 is trending as investors debate the impact of its new B2B institutional platform launch, with the stock struggling to break key resistance levels amidst heavy market volatility. While some community members remain optimistic about long-term growth and institutional adoption, others are voicing frustration over the stock's persistent inability to sustain price momentum during periods of sector-wide gains.

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 (LUNR) is facing intense selling pressure as investors weigh ongoing concerns about share dilution and a broader sector downturn against the company's solid contract backlog and positive analyst sentiment. The community remains deeply divided, with many debating whether the current price represents a buying opportunity or a deeper correction for a stock that has experienced significant volatility.

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Neurocrine Biosciences, Inc. is a neuroscience-focused, biopharmaceutical company, which engages in the research and development, commercialization, and sale of pharmaceuticals for the treatment of neurological, neuroendocrine, and neuropsychiatric disorders. Its portfolio of products includes treatments for tardive dyskinesia, chorea associated with Huntington's disease, classic congenital adrenal hyperplasia (CAH), and endometriosis and uterine fibroids. The company was founded by Kevin C. Gorman and Wylie W. Vale in January 1992 and is headquartered in San Diego, CA.

Neurocrine Biosciences, Inc.

Neurocrine-Soleno Deal Garners Wall Street Praise — Analyst Applauds Business Development Acumen

Equity

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	$1.62	--	--	N/A
Q1 '26	$1.22	$1.91	57.05%	BEAT
Q4 '25	$1.80	$1.48	-17.97%	MISSED
Q3 '25	$1.59	$2.04	28.53%	BEAT
Q2 '25	$0.96	$1.06	9.89%	BEAT

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