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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

Microns strong quarterly results and above-expectation outlook, underpinned by AI-related memory demand, are driving attention. Traders are split between seeing the guidance as confirmation of a durable memory upcycle and viewing the muted share-price reaction as a sign that strong results were already priced in.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Googles Gemini 4/Argon model release and traders claims of strong benchmark results are fueling AI-related attention. Bulls see the launch as a competitive catalyst, while skeptics question whether it will support lasting gains amid sharply volatile trading.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Bearish analyst commentary questioning AppLovins e-commerce adoption and whether its AXON ad platform is nearing a growth ceiling has fueled the selloff, alongside concerns about Unity competition and litigation. Bulls dispute the slowdown narrative and point to improving merchant adoption and strong fundamentals, while bears see growth and market-share risks;

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

A newly adopted change-of-control severance policy has fueled buyout, merger, and strategic-investment speculation, though traders disagree on whether it signals anything beyond routine governance and no deal is confirmed. The community is also focused on the reported shipment of BlueBird 1416, while frustration over launch timing and rallies that quickly fade tempers the reaction.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

A Delaware judge found that Liquidias Yutrepia infringes two valid United Therapeutics patent claims related to PH-ILD, triggering a steep selloff as traders weigh possible restrictions on the drug against Liquidias planned appeal and potential removal of the indication. The community is split between viewing the ruling as a serious threat to the business and calling the decline an overreaction, with some speculating about a settlement or rebound.

Alphabet Inc - Ordinary Shares - Class C

Googles AI pushespecially Gemini 4 and new model announcementsis driving discussion, alongside Project Suncatchers orbital-computing ambitions. Traders are split between optimism about Googles models and infrastructure and concern that Metas Muse is gaining an edge, with the debate accompanying volatile price action.

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

Positive 24-month HOPE-3 extension data for deramiocel, showing slower upper-limb decline in Duchenne muscular dystrophy patients, has drawn attention ahead of the FDA decision. Traders are broadly bullish on the treatment signal and discuss potential short covering, while others caution that open-label findings may not resolve the FDAs earlier statistical concerns, leaving approval uncertain.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

ZETAs sharp advance drew attention, but traders did not identify a confirmed company-specific catalyst; discussion centered on strong buying momentum, with speculation about analyst attention and partnerships. Bulls also pointed to upcoming Zeta Live announcements and the companys AI-driven growth story, while some questioned the moves durability.

General Mills, Inc. engages in the manufacture of food. Its portfolio of brands includes household names like Cheerios, Nature Valley, Blue Buffalo, Häagen-Dazs, Old El Paso, Pillsbury, Betty Crocker, Totino’s, Annie’s, Wanchai Ferry and more. It operates through the following segments: North America Retail, International, North America Pet, and North America Foodservice. The North America Retail segment includes grocery stores, mass merchandisers, membership stores, natural food chains, drug, dollar and discount chains, convenience stores, and e-commerce grocery providers. The International segment refers to the retail and foodservice businesses outside of the US and Canada. The North America Pet segment includes pet food products sold in national pet superstore chains, e-commerce retailers, grocery stores, regional pet store chains, mass merchandisers, and veterinary clinics and hospitals. The North America Foodservice segment offers ready-to-eat cereals, snacks, refrigerated yogurt, frozen meals, unbaked and fully baked frozen dough products, baking mixes, and bakery flour. The company was founded by Cadwallader C. Washburn on June 20, 1928 and is headquartered in Minneapolis, MN.

General Mills, Inc.

GIS is drawing attention amid a steep selloff and weakness across packaged-food peers, with traders citing concerns about soft demand, input costs, private-label competition and GLP-1 drugs; some also speculate that the CEO change is weighing on sentiment. The community is split between seeing the decline as justified by sector headwinds and viewing the shares and dividend as oversold value, while some blame persistent selling or shorting.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

FERCs five-month suspension of PJMs proposed capacity procurement has renewed uncertainty around how the grid will address rising AI-related power demand, weighing on CEG and other power producers. Traders are debating the weakness against the longer-term electricity-demand thesis and Constellations announced Amazon power agreement, with some viewing the dip as a buying opportunity.

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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.

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